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 | $46,211 | $176,377-73.8% | $134,143-65.6% | $158,922-70.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.96% | 63.63%-49.7pp | 36.33%-22.4pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,067 | $5,040-59.0% | $3,704-44.2% | $4,761-56.6% |
| Participant deferral / active EE | $3,080 | $4,091-24.7% | $3,499-12.0% | $5,982-48.5% |
| Admin fee / account holder | $533 | $8,718-93.9% | $6,684-92.0% | $11,246-95.3% |