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 | $40,550 | $228,332-82.2% | $185,823-78.2% | $158,922-74.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.01% | 40.80%-32.8pp | 35.95%-27.9pp | 302.83%-294.8pp |
| Employer contribution / active EE | $2,512 | $4,967-49.4% | $4,087-38.5% | $4,761-47.2% |
| Participant deferral / active EE | $13,606 | $6,415+112.1% | $5,632+141.6% | $5,982+127.4% |
| Admin fee / account holder | $20,368 | $11,864+71.7% | $9,500+114.4% | $11,246+81.1% |