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 | $46,080 | $109,327-57.9% | $89,391-48.5% | $158,922-71.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.05% | 345.68%-334.6pp | 245.62%-234.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $5,299 | $3,170+67.2% | $2,586+104.9% | $4,761+11.3% |
| Participant deferral / active EE | $1,954 | $4,598-57.5% | $3,890-49.8% | $5,982-67.3% |
| Admin fee / account holder | $4,920 | $6,153-20.0% | $4,881+0.8% | $11,246-56.3% |