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 | $48,594 | $107,334-54.7% | $92,893-47.7% | $152,861-68.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.06% | 145.58%-124.5pp | 109.41%-88.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,489 | $4,221-17.4% | $3,653-4.5% | $4,762-26.7% |
| Participant deferral / active EE | $7,259 | $4,845+49.8% | $4,236+71.3% | $5,850+24.1% |
| Admin fee / account holder | $8,559 | $7,079+20.9% | $5,794+47.7% | $11,596-26.2% |