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 | $43,961 | $115,882-62.1% | $100,516-56.3% | $158,922-72.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.40% | 34.79%-15.4pp | 30.89%-11.5pp | 302.83%-283.4pp |
| Employer contribution / active EE | $8,500 | $4,103+107.2% | $3,418+148.7% | $4,761+78.5% |
| Participant deferral / active EE | $6,119 | $6,674-8.3% | $6,270-2.4% | $5,982+2.3% |
| Admin fee / account holder | $1,708 | $10,995-84.5% | $8,081-78.9% | $11,246-84.8% |