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 | $48,440 | $48,230+0.4% | $67,502-28.2% | $80,856-40.1% |
| Participation rate | 95.1% | 66.4%+28.8pp | 72.9%+22.2pp | 67.6%+27.5pp |
| Annual return | 14.26% | 18.28%-4.0pp | 3512.12%-3497.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $9,296 | $2,020+360.3% | $2,731+240.4% | $2,755+237.4% |
| Participant deferral / active EE | $1,085 | $2,924-62.9% | $4,000-72.9% | $4,296-74.7% |
| Admin fee / account holder | $1,467 | $3,681-60.2% | $3,998-63.3% | $6,918-78.8% |