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 | $42,045 | $165,912-74.7% | $122,332-65.6% | $147,584-71.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 16.44% | 34.55%-18.1pp | 30.27%-13.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $5,346 | $5,754-7.1% | $4,050+32.0% | $4,876+9.6% |
| Participant deferral / active EE | $1,478 | $4,005-63.1% | $3,287-55.0% | $5,439-72.8% |
| Admin fee / account holder | $1,789 | $7,424-75.9% | $5,478-67.3% | $10,885-83.6% |