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 | $43,997 | $217,402-79.8% | $185,823-76.3% | $167,490-73.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.76% | 148.36%-138.6pp | 122.05%-112.3pp | 478.56%-468.8pp |
| Employer contribution / active EE | $2,069 | $5,873-64.8% | $5,167-60.0% | $4,837-57.2% |
| Participant deferral / active EE | $4,480 | $6,356-29.5% | $5,568-19.5% | $6,341-29.4% |
| Admin fee / account holder | $18,632 | $19,811-5.9% | $16,237+14.7% | $12,309+51.4% |