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 9-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 | $45,743 | $100,773-54.6% | $88,946-48.6% | $142,382-67.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.47% | 70.18%-51.7pp | 57.82%-39.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,946 | $2,918-33.3% | $2,555-23.8% | $4,299-54.7% |
| Participant deferral / active EE | $4,788 | $5,230-8.5% | $4,581+4.5% | $6,507-26.4% |
| Admin fee / account holder | $326 | $9,693-96.6% | $8,261-96.1% | $12,624-97.4% |