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 | $43,285 | $103,376-58.1% | $87,100-50.3% | $152,861-71.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.16% | 28.10%-6.9pp | 28.19%-7.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $6,438 | $3,220+99.9% | $2,521+155.3% | $4,762+35.2% |
| Participant deferral / active EE | $7,810 | $4,778+63.5% | $4,049+92.9% | $5,850+33.5% |
| Admin fee / account holder | $2,251 | $12,205-81.6% | $7,497-70.0% | $11,596-80.6% |