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 | $40,792 | $142,405-71.4% | $115,157-64.6% | $152,861-73.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 16.32% | 41.48%-25.2pp | 35.60%-19.3pp | 345.32%-329.0pp |
| Employer contribution / active EE | $11,045 | $4,010+175.4% | $3,179+247.4% | $4,762+131.9% |
| Participant deferral / active EE | $3,612 | $5,164-30.1% | $4,168-13.3% | $5,850-38.3% |
| Admin fee / account holder | $315 | $8,462-96.3% | $7,088-95.6% | $11,596-97.3% |