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 8-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 | $41,785 | $102,317-59.2% | $146,958-71.6% | $80,856-48.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 31.74% | 134.76%-103.0pp | 418.34%-386.6pp | 35.59%-3.9pp |
| Employer contribution / active EE | $2,096 | $3,713-43.5% | $4,933-57.5% | $2,755-23.9% |
| Participant deferral / active EE | $4,410 | $6,644-33.6% | $8,070-45.4% | $4,296+2.7% |
| Admin fee / account holder | $873 | $7,941-89.0% | $12,998-93.3% | $6,918-87.4% |