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 | $48,828 | $176,377-72.3% | $134,143-63.6% | $158,922-69.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 22.87% | 63.63%-40.8pp | 36.33%-13.5pp | 302.83%-280.0pp |
| Employer contribution / active EE | $495 | $5,040-90.2% | $3,704-86.6% | $4,761-89.6% |
| Participant deferral / active EE | $2,882 | $4,091-29.6% | $3,499-17.6% | $5,982-51.8% |
| Admin fee / account holder | $720 | $8,718-91.7% | $6,684-89.2% | $11,246-93.6% |