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 9-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 | $45,991 | $117,841-61.0% | $102,423-55.1% | $145,922-68.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.24% | 31.65%-20.4pp | 29.32%-18.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,300 | $3,615-36.4% | $3,023-23.9% | $4,660-50.6% |
| Participant deferral / active EE | $4,482 | $5,731-21.8% | $5,053-11.3% | $6,688-33.0% |
| Admin fee / account holder | $7,163 | $13,326-46.2% | $9,451-24.2% | $13,397-46.5% |