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 8-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 | $42,431 | $112,881-62.4% | $90,951-53.3% | $158,922-73.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.60% | 215.79%-199.2pp | 134.60%-118.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,439 | $2,893-50.3% | $2,122-32.2% | $4,761-69.8% |
| Participant deferral / active EE | $6,295 | $4,128+52.5% | $3,373+86.6% | $5,982+5.2% |
| Admin fee / account holder | $401 | $8,041-95.0% | $5,959-93.3% | $11,246-96.4% |