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 | $46,235 | $93,571-50.6% | $135,903-66.0% | $75,163-38.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.52% | 30.90%-5.4pp | 68.23%-42.7pp | 160.62%-135.1pp |
| Employer contribution / active EE | $3,568 | $3,537+0.9% | $4,856-26.5% | $2,670+33.6% |
| Participant deferral / active EE | $7,784 | $6,404+21.5% | $7,758+0.3% | $4,125+88.7% |
| Admin fee / account holder | $2,358 | $6,975-66.2% | $10,762-78.1% | $5,651-58.3% |