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 | $46,780 | $56,199-16.8% | $67,652-30.9% | $59,632-21.6% |
| Participation rate | 90.1% | 71.5%+18.7pp | 75.7%+14.5pp | 68.7%+21.5pp |
| Annual return | 0.79% | 18505.31%-18504.5pp | 6625.04%-6624.2pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,512 | $1,614-6.4% | $2,266-33.3% | $2,203-31.4% |
| Participant deferral / active EE | $4,141 | $2,844+45.6% | $3,560+16.3% | $3,192+29.7% |
| Admin fee / account holder | $595 | $3,958-85.0% | $4,821-87.7% | $4,297-86.2% |