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 | $44,479 | $107,334-58.6% | $92,893-52.1% | $152,861-70.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.21% | 145.58%-125.4pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,964 | $4,221-29.8% | $3,653-18.9% | $4,762-37.8% |
| Participant deferral / active EE | $1,564 | $4,845-67.7% | $4,236-63.1% | $5,850-73.3% |
| Admin fee / account holder | $10,649 | $7,079+50.4% | $5,794+83.8% | $11,596-8.2% |