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 | $44,896 | $111,754-59.8% | $103,333-56.6% | $145,922-69.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.38% | 24.77%-15.4pp | 24.88%-15.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,919 | $4,212-30.7% | $3,868-24.5% | $4,660-37.3% |
| Participant deferral / active EE | $3,797 | $5,619-32.4% | $5,057-24.9% | $6,688-43.2% |
| Admin fee / account holder | $6,293 | $9,750-35.5% | $8,355-24.7% | $13,397-53.0% |