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 | $42,399 | $115,770-63.4% | $101,248-58.1% | $158,922-73.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.85% | 56.14%-36.3pp | 46.47%-26.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $3,886 | $4,175-6.9% | $3,660+6.2% | $4,761-18.4% |
| Participant deferral / active EE | $10,254 | $4,957+106.8% | $4,370+134.6% | $5,982+71.4% |
| Admin fee / account holder | $3,402 | $7,245-53.0% | $5,945-42.8% | $11,246-69.7% |