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 | $44,003 | $112,881-61.0% | $90,951-51.6% | $158,922-72.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.46% | 215.79%-198.3pp | 134.60%-117.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,017 | $2,893-30.3% | $2,122-5.0% | $4,761-57.6% |
| Participant deferral / active EE | $2,886 | $4,128-30.1% | $3,373-14.4% | $5,982-51.8% |
| Admin fee / account holder | $10,738 | $8,041+33.5% | $5,959+80.2% | $11,246-4.5% |