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 | $47,858 | $123,909-61.4% | $69,647-31.3% | $145,922-67.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 14.00% | 190.55%-176.5pp | 100.48%-86.5pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,407 | $2,682+27.1% | $1,712+99.0% | $4,660-26.9% |
| Participant deferral / active EE | $11,753 | $4,236+177.5% | $2,886+307.2% | $6,688+75.7% |
| Admin fee / account holder | $1,248 | $7,863-84.1% | $4,713-73.5% | $13,397-90.7% |