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 | $43,058 | $214,378-79.9% | $200,582-78.5% | $142,382-69.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.34% | 46.41%-33.1pp | 42.33%-29.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,755 | $6,841-74.3% | $6,419-72.7% | $4,299-59.2% |
| Participant deferral / active EE | $4,206 | $9,865-57.4% | $9,331-54.9% | $6,507-35.4% |
| Admin fee / account holder | $900 | $17,692-94.9% | $16,305-94.5% | $12,624-92.9% |