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 | $41,375 | $102,966-59.8% | $90,281-54.2% | $152,861-72.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.57% | 95.16%-77.6pp | 78.10%-60.5pp | 345.32%-327.7pp |
| Employer contribution / active EE | $7,755 | $3,139+147.1% | $2,854+171.7% | $4,762+62.8% |
| Participant deferral / active EE | $4,283 | $4,2810% | $3,885+10.2% | $5,850-26.8% |
| Admin fee / account holder | $2,282 | $6,171-63.0% | $5,351-57.4% | $11,596-80.3% |