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 | $41,370 | $99,020-58.2% | $86,590-52.2% | $147,584-72.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.17% | 1312.34%-1299.2pp | 964.84%-951.7pp | 578.55%-565.4pp |
| Employer contribution / active EE | $943 | $3,132-69.9% | $2,839-66.8% | $4,876-80.7% |
| Participant deferral / active EE | $4,129 | $3,972+4.0% | $3,609+14.4% | $5,439-24.1% |
| Admin fee / account holder | $8,093 | $5,710+41.7% | $4,906+65.0% | $10,885-25.7% |