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 | $45,582 | $112,096-59.3% | $95,952-52.5% | $158,922-71.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.47% | 171.09%-160.6pp | 91.61%-81.1pp | 302.83%-292.4pp |
| Employer contribution / active EE | $2,947 | $3,198-7.9% | $2,541+16.0% | $4,761-38.1% |
| Participant deferral / active EE | $2,701 | $4,784-43.5% | $4,167-35.2% | $5,982-54.8% |
| Admin fee / account holder | $40,048 | $10,130+295.3% | $6,795+489.3% | $11,246+256.1% |