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 | $45,179 | $209,411-78.4% | $178,490-74.7% | $158,922-71.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.31% | 188.75%-175.4pp | 151.07%-137.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $7,181 | $5,706+25.8% | $5,011+43.3% | $4,761+50.8% |
| Participant deferral / active EE | $8,922 | $5,954+49.8% | $5,202+71.5% | $5,982+49.1% |
| Admin fee / account holder | $2,068 | $17,074-87.9% | $13,984-85.2% | $11,246-81.6% |