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 | $42,489 | $81,632-48.0% | $70,449-39.7% | $158,922-73.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.55% | 208.40%-190.9pp | 109.03%-91.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $3,148 | $3,217-2.2% | $2,737+15.0% | $4,761-33.9% |
| Participant deferral / active EE | $3,327 | $4,554-27.0% | $3,709-10.3% | $5,982-44.4% |
| Admin fee / account holder | $6,689 | $6,193+8.0% | $3,845+74.0% | $11,246-40.5% |