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 | $39,595 | $45,152-12.3% | $73,843-46.4% | $59,632-33.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.36% | 27.40%-25.0pp | 2267.84%-2265.5pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $2,695 | $1,902+41.7% | $2,787-3.3% | $2,203+22.4% |
| Participant deferral / active EE | $3,058 | $2,574+18.8% | $3,583-14.7% | $3,192-4.2% |
| Admin fee / account holder | $18,307 | $3,516+420.7% | $4,880+275.1% | $4,297+326.1% |