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 | $44,310 | $96,635-54.1% | $86,612-48.8% | $139,434-68.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.51% | 106.41%-92.9pp | 591.07%-577.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,095 | $3,263-66.5% | $3,022-63.8% | $4,751-77.0% |
| Participant deferral / active EE | $2,400 | $4,836-50.4% | $4,438-45.9% | $6,710-64.2% |
| Admin fee / account holder | $7,211 | $6,408+12.5% | $5,614+28.4% | $11,403-36.8% |