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 | $44,052 | $118,849-62.9% | $96,562-54.4% | $167,490-73.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.49% | 50.49%-42.0pp | 37.78%-29.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $1,359 | $3,120-56.4% | $2,356-42.3% | $4,837-71.9% |
| Participant deferral / active EE | $6,390 | $4,616+38.4% | $3,849+66.0% | $6,341+0.8% |
| Admin fee / account holder | $482 | $8,065-94.0% | $6,181-92.2% | $12,309-96.1% |