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 | $44,988 | $217,402-79.3% | $185,823-75.8% | $167,490-73.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.36% | 148.36%-139.0pp | 122.05%-112.7pp | 478.56%-469.2pp |
| Employer contribution / active EE | $2,066 | $5,873-64.8% | $5,167-60.0% | $4,837-57.3% |
| Participant deferral / active EE | $4,850 | $6,356-23.7% | $5,568-12.9% | $6,341-23.5% |
| Admin fee / account holder | $488 | $19,811-97.5% | $16,237-97.0% | $12,309-96.0% |