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 | $44,483 | $154,117-71.1% | $129,995-65.8% | $139,434-68.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.71% | 32.48%-14.8pp | -137.18%+154.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $5,784 | $5,289+9.4% | $4,320+33.9% | $4,751+21.7% |
| Participant deferral / active EE | $5,208 | $6,710-22.4% | $5,820-10.5% | $6,710-22.4% |
| Admin fee / account holder | $6,794 | $14,007-51.5% | $10,614-36.0% | $11,403-40.4% |