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 | $38,068 | $45,073-15.5% | $69,455-45.2% | $72,985-47.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.97% | 22.65%-6.7pp | 28.97%-13.0pp | 81.00%-65.0pp |
| Employer contribution / active EE | $995 | $2,054-51.6% | $2,779-64.2% | $2,440-59.2% |
| Participant deferral / active EE | $1,767 | $2,602-32.1% | $3,535-50.0% | $3,607-51.0% |
| Admin fee / account holder | $972 | $3,056-68.2% | $3,839-74.7% | $5,124-81.0% |