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 | $43,423 | $77,634-44.1% | $156,549-72.3% | $62,891-31.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.06% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $8,146 | $3,444+136.6% | $5,501+48.1% | $2,281+257.2% |
| Participant deferral / active EE | $4,456 | $3,045+46.3% | $4,871-8.5% | $3,203+39.1% |
| Admin fee / account holder | $930 | $5,561-83.3% | $13,027-92.9% | $4,296-78.3% |