See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,991 | $106,515-59.6% | $96,683-55.5% | $139,434-69.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.60% | 38.43%-24.8pp | 35.69%-22.1pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,654 | $4,103-35.3% | $3,737-29.0% | $4,751-44.1% |
| Participant deferral / active EE | $2,952 | $5,454-45.9% | $4,878-39.5% | $6,710-56.0% |
| Admin fee / account holder | $1,141 | $7,877-85.5% | $6,730-83.1% | $11,403-90.0% |