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 8-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 | $43,278 | $101,724-57.5% | $164,813-73.7% | $80,856-46.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 16.58% | 16.72%-0.1pp | 69.93%-53.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $10,157 | $2,953+243.9% | $4,341+134.0% | $2,755+268.7% |
| Participant deferral / active EE | $4,004 | $4,477-10.6% | $6,031-33.6% | $4,296-6.8% |
| Admin fee / account holder | $17,760 | $8,227+115.9% | $12,690+40.0% | $6,918+156.7% |