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 | $41,787 | $118,919-64.9% | $88,538-52.8% | $152,861-72.7% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 18.04% | 47.92%-29.9pp | 43.64%-25.6pp | 345.32%-327.3pp |
| Employer contribution / active EE | $422 | $2,669-84.2% | $2,098-79.9% | $4,762-91.1% |
| Participant deferral / active EE | $1,704 | $3,549-52.0% | $2,914-41.5% | $5,850-70.9% |
| Admin fee / account holder | $4,401 | $5,876-25.1% | $4,310+2.1% | $11,596-62.1% |