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 | $41,196 | $104,907-60.7% | $84,611-51.3% | $152,861-73.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 18.94% | 373.79%-354.8pp | 258.74%-239.8pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,449 | $3,302-56.1% | $2,652-45.4% | $4,762-69.6% |
| Participant deferral / active EE | $3,599 | $4,688-23.2% | $3,899-7.7% | $5,850-38.5% |
| Admin fee / account holder | $818 | $6,241-86.9% | $4,912-83.4% | $11,596-92.9% |