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 | $38,700 | $56,053-31.0% | $75,972-49.1% | $80,856-52.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 14.73% | 20.53%-5.8pp | 359.55%-344.8pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,202 | $1,874+17.5% | $2,685-18.0% | $2,755-20.1% |
| Participant deferral / active EE | $1,722 | $3,052-43.6% | $4,255-59.5% | $4,296-59.9% |
| Admin fee / account holder | $1,753 | $5,234-66.5% | $6,467-72.9% | $6,918-74.7% |