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 | $41,066 | $198,466-79.3% | $170,442-75.9% | $147,584-72.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.40% | 257.29%-240.9pp | 205.93%-189.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,410 | $6,184-61.0% | $5,433-55.6% | $4,876-50.6% |
| Participant deferral / active EE | $4,262 | $5,629-24.3% | $4,939-13.7% | $5,439-21.6% |
| Admin fee / account holder | $359 | $16,852-97.9% | $13,880-97.4% | $10,885-96.7% |