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 | $43,479 | $80,724-46.1% | $103,333-57.9% | $74,495-41.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.88% | 27.56%-14.7pp | 24.88%-12.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,819 | $3,157-10.7% | $3,868-27.1% | $2,623+7.5% |
| Participant deferral / active EE | $6,594 | $3,860+70.8% | $5,057+30.4% | $4,346+51.7% |
| Admin fee / account holder | $5,200 | $2,368+119.6% | $8,355-37.8% | $1,942+167.8% |