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 6-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 | $46,968 | $106,515-55.9% | $96,683-51.4% | $139,434-66.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.62% | 38.43%-15.8pp | 35.69%-13.1pp | 372.94%-350.3pp |
| Employer contribution / active EE | $16,217 | $4,103+295.3% | $3,737+334.0% | $4,751+241.3% |
| Participant deferral / active EE | $11,495 | $5,454+110.8% | $4,878+135.6% | $6,710+71.3% |
| Admin fee / account holder | $811 | $7,877-89.7% | $6,730-88.0% | $11,403-92.9% |