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 | $36,445 | $71,050-48.7% | $93,606-61.1% | $80,856-54.9% |
| Participation rate | 97.4% | 60.4%+37.0pp | 68.7%+28.7pp | 67.6%+29.8pp |
| Annual return | 16.17% | 11.26%+4.9pp | 133.20%-117.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $3,557 | $1,564+127.5% | $2,420+47.0% | $2,755+29.1% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $30,534 | $6,945+339.7% | $8,285+268.5% | $6,918+341.4% |