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 5-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 | $44,383 | $109,817-59.6% | $98,442-54.9% | $167,490-73.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.73% | 1956.69%-1942.0pp | 1492.73%-1478.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,620 | $3,224-18.7% | $2,960-11.5% | $4,837-45.8% |
| Participant deferral / active EE | $21,570 | $4,673+361.6% | $4,276+404.4% | $6,341+240.2% |
| Admin fee / account holder | $466 | $6,753-93.1% | $5,949-92.2% | $12,309-96.2% |