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 | $43,642 | $104,907-58.4% | $84,611-48.4% | $152,861-71.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 26.64% | 373.79%-347.1pp | 258.74%-232.1pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,622 | $3,302-50.9% | $2,652-38.8% | $4,762-65.9% |
| Participant deferral / active EE | $7,624 | $4,688+62.6% | $3,899+95.6% | $5,850+30.3% |
| Admin fee / account holder | $2,866 | $6,241-54.1% | $4,912-41.6% | $11,596-75.3% |