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 | $42,471 | $118,680-64.2% | $98,907-57.1% | $158,922-73.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 5.76% | 372.35%-366.6pp | 196.43%-190.7pp | 302.83%-297.1pp |
| Employer contribution / active EE | $2,031 | $3,333-39.1% | $2,689-24.5% | $4,761-57.3% |
| Participant deferral / active EE | $1,857 | $5,088-63.5% | $4,244-56.3% | $5,982-69.0% |
| Admin fee / account holder | $2,140 | $10,131-78.9% | $6,642-67.8% | $11,246-81.0% |