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 | $44,679 | $209,411-78.7% | $178,490-75.0% | $158,922-71.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.57% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,888 | $5,706-49.4% | $5,011-42.4% | $4,761-39.4% |
| Participant deferral / active EE | $14,577 | $5,954+144.8% | $5,202+180.2% | $5,982+143.7% |
| Admin fee / account holder | $6,006 | $17,074-64.8% | $13,984-57.1% | $11,246-46.6% |