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 | $46,337 | $105,859-56.2% | $90,160-48.6% | $147,584-68.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.87% | 37.63%-15.8pp | 34.88%-13.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $2,017 | $4,126-51.1% | $3,318-39.2% | $4,876-58.6% |
| Participant deferral / active EE | $5,912 | $5,733+3.1% | $5,288+11.8% | $5,439+8.7% |
| Admin fee / account holder | $619 | $8,046-92.3% | $5,943-89.6% | $10,885-94.3% |