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 | $39,180 | $112,096-65.0% | $95,952-59.2% | $158,922-75.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.61% | 171.09%-151.5pp | 91.61%-72.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,616 | $3,198-49.5% | $2,541-36.4% | $4,761-66.1% |
| Participant deferral / active EE | $3,517 | $4,784-26.5% | $4,167-15.6% | $5,982-41.2% |
| Admin fee / account holder | $4,858 | $10,130-52.0% | $6,795-28.5% | $11,246-56.8% |