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 | $46,760 | $154,117-69.7% | $129,995-64.0% | $139,434-66.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.94% | 32.48%-15.5pp | -137.18%+154.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,880 | $5,289-45.6% | $4,320-33.3% | $4,751-39.4% |
| Participant deferral / active EE | $4,736 | $6,710-29.4% | $5,820-18.6% | $6,710-29.4% |
| Admin fee / account holder | $1,379 | $14,007-90.2% | $10,614-87.0% | $11,403-87.9% |