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 | $43,462 | $111,724-61.1% | $93,606-53.6% | $145,922-70.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.95% | 202.98%-189.0pp | 133.20%-119.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,675 | $3,090+18.9% | $2,420+51.9% | $4,660-21.1% |
| Participant deferral / active EE | $1,927 | $4,912-60.8% | $4,411-56.3% | $6,688-71.2% |
| Admin fee / account holder | $577 | $10,250-94.4% | $8,285-93.0% | $13,397-95.7% |