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 9-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 | $45,222 | $83,337-45.7% | $67,834-33.3% | $273,961-83.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.57% | 259.45%-252.9pp | 138.47%-131.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,564 | $3,287-52.4% | $2,403-34.9% | $4,869-67.9% |
| Participant deferral / active EE | $1,564 | $4,088-61.7% | $3,160-50.5% | $5,287-70.4% |
| Admin fee / account holder | $569 | $6,752-91.6% | $4,622-87.7% | $10,132-94.4% |