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 4-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 | $39,305 | $90,348-56.5% | $75,972-48.3% | $145,922-73.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.12% | 620.88%-604.8pp | 359.55%-343.4pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,964 | $3,311-40.7% | $2,685-26.8% | $4,660-57.9% |
| Participant deferral / active EE | $8,573 | $5,162+66.1% | $4,255+101.5% | $6,688+28.2% |
| Admin fee / account holder | $11,000 | $8,467+29.9% | $6,467+70.1% | $13,397-17.9% |