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 9-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 | $44,292 | $112,096-60.5% | $95,952-53.8% | $158,922-72.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.95% | 171.09%-158.1pp | 91.61%-78.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $3,598 | $3,198+12.5% | $2,541+41.6% | $4,761-24.4% |
| Participant deferral / active EE | $7,380 | $4,784+54.3% | $4,167+77.1% | $5,982+23.4% |
| Admin fee / account holder | $7,637 | $10,130-24.6% | $6,795+12.4% | $11,246-32.1% |