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 | $41,941 | $102,616-59.1% | $81,983-48.8% | $158,922-73.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.51% | 61.04%-43.5pp | 41.31%-23.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,123 | $3,240-65.3% | $2,498-55.0% | $4,761-76.4% |
| Participant deferral / active EE | $10,284 | $4,648+121.2% | $3,722+176.3% | $5,982+71.9% |
| Admin fee / account holder | $349 | $8,235-95.8% | $5,664-93.8% | $11,246-96.9% |