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 | $40,538 | $80,717-49.8% | $154,803-73.8% | $84,808-52.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.61% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,369 | $2,761-50.4% | $4,305-68.2% | $2,631-48.0% |
| Participant deferral / active EE | $4,480 | $3,303+35.6% | $5,540-19.1% | $4,212+6.4% |
| Admin fee / account holder | $2,194 | $6,746-67.5% | $14,329-84.7% | $7,344-70.1% |