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 | $46,452 | $106,890-56.5% | $84,015-44.7% | $152,861-69.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.63% | 104.99%-84.4pp | 71.31%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,456 | $2,734-10.2% | $1,983+23.8% | $4,762-48.4% |
| Participant deferral / active EE | $12,865 | $4,011+220.7% | $3,239+297.2% | $5,850+119.9% |
| Admin fee / account holder | $10,844 | $8,285+30.9% | $6,101+77.8% | $11,596-6.5% |