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 | $43,270 | $96,635-55.2% | $86,612-50.0% | $139,434-69.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.33% | 106.41%-92.1pp | 591.07%-576.7pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,865 | $3,263+18.4% | $3,022+27.9% | $4,751-18.7% |
| Participant deferral / active EE | $4,471 | $4,836-7.5% | $4,438+0.8% | $6,710-33.4% |
| Admin fee / account holder | $305 | $6,408-95.2% | $5,614-94.6% | $11,403-97.3% |