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 | $45,486 | $115,770-60.7% | $101,248-55.1% | $158,922-71.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.68% | 56.14%-39.5pp | 46.47%-29.8pp | 302.83%-286.1pp |
| Employer contribution / active EE | $1,520 | $4,175-63.6% | $3,660-58.5% | $4,761-68.1% |
| Participant deferral / active EE | $3,248 | $4,957-34.5% | $4,370-25.7% | $5,982-45.7% |
| Admin fee / account holder | $1,921 | $7,245-73.5% | $5,945-67.7% | $11,246-82.9% |