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 | $47,253 | $107,334-56.0% | $92,893-49.1% | $152,861-69.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.49% | 145.58%-126.1pp | 109.41%-89.9pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,239 | $4,221-46.9% | $3,653-38.7% | $4,762-53.0% |
| Participant deferral / active EE | $2,739 | $4,845-43.5% | $4,236-35.3% | $5,850-53.2% |
| Admin fee / account holder | $1,348 | $7,079-81.0% | $5,794-76.7% | $11,596-88.4% |