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 | $48,640 | $165,335-70.6% | $149,696-67.5% | $158,922-69.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.33% | 348.15%-328.8pp | 276.60%-257.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $4,040 | $5,103-20.8% | $4,644-13.0% | $4,761-15.1% |
| Participant deferral / active EE | $13,499 | $7,181+88.0% | $6,842+97.3% | $5,982+125.7% |
| Admin fee / account holder | $1,849 | $10,807-82.9% | $9,309-80.1% | $11,246-83.6% |