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 | $46,298 | $105,126-56.0% | $94,646-51.1% | $139,434-66.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.20% | 38.03%-17.8pp | 156.71%-136.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $3,881 | $4,106-5.5% | $3,672+5.7% | $4,751-18.3% |
| Participant deferral / active EE | $6,342 | $7,599-16.5% | $7,418-14.5% | $6,710-5.5% |
| Admin fee / account holder | $702 | $8,984-92.2% | $7,231-90.3% | $11,403-93.8% |