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 | $44,459 | $144,119-69.2% | $117,854-62.3% | $147,584-69.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.34% | 531.15%-510.8pp | 335.08%-314.7pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,706 | $4,896-65.1% | $3,786-54.9% | $4,876-65.0% |
| Participant deferral / active EE | $4,188 | $5,316-21.2% | $4,482-6.6% | $5,439-23.0% |
| Admin fee / account holder | $417 | $10,886-96.2% | $8,020-94.8% | $10,885-96.2% |