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 | $43,799 | $210,648-79.2% | $177,989-75.4% | $145,922-70.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.85% | 385.86%-374.0pp | 294.48%-282.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,569 | $4,565-65.6% | $3,949-60.3% | $4,660-66.3% |
| Participant deferral / active EE | $2,376 | $6,958-65.9% | $6,276-62.1% | $6,688-64.5% |
| Admin fee / account holder | $33,573 | $12,013+179.5% | $10,363+224.0% | $13,397+150.6% |