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 | $39,295 | $81,460-51.8% | $103,333-62.0% | $80,856-51.4% |
| Participation rate | 98.4% | 66.8%+31.5pp | 74.5%+23.9pp | 67.6%+30.7pp |
| Annual return | 12.80% | 25.55%-12.7pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $10,499 | $3,105+238.1% | $3,868+171.4% | $2,755+281.1% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,981 | $6,566-24.1% | $8,355-40.4% | $6,918-28.0% |