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 | $43,139 | $96,635-55.4% | $86,612-50.2% | $139,434-69.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.88% | 106.41%-93.5pp | 591.07%-578.2pp | 372.94%-360.1pp |
| Employer contribution / active EE | $5,469 | $3,263+67.6% | $3,022+81.0% | $4,751+15.1% |
| Participant deferral / active EE | $2,571 | $4,836-46.8% | $4,438-42.1% | $6,710-61.7% |
| Admin fee / account holder | $1,048 | $6,408-83.7% | $5,614-81.3% | $11,403-90.8% |