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 | $40,633 | $202,432-79.9% | $169,368-76.0% | $139,434-70.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.85% | 531.74%-518.9pp | 405.60%-392.8pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,055 | $4,692-56.2% | $4,013-48.8% | $4,751-56.8% |
| Participant deferral / active EE | $3,333 | $6,938-52.0% | $6,221-46.4% | $6,710-50.3% |
| Admin fee / account holder | $7,406 | $10,708-30.8% | $9,003-17.7% | $11,403-35.0% |