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 | $45,477 | $138,065-67.1% | $123,544-63.2% | $135,375-66.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.50% | 153.68%-150.2pp | 119.20%-115.7pp | 519.73%-516.2pp |
| Employer contribution / active EE | $2,595 | $5,151-49.6% | $4,628-43.9% | $4,779-45.7% |
| Participant deferral / active EE | $2,922 | $6,799-57.0% | $6,426-54.5% | $5,609-47.9% |
| Admin fee / account holder | $18,727 | $10,916+71.6% | $9,284+101.7% | $10,827+73.0% |