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 | $44,117 | $85,022-48.1% | $70,515-37.4% | $139,434-68.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 44.62% | 30.38%+14.2pp | 32.77%+11.8pp | 372.94%-328.3pp |
| Employer contribution / active EE | $10,097 | $3,909+158.3% | $2,973+239.6% | $4,751+112.5% |
| Participant deferral / active EE | $8,524 | $5,890+44.7% | $4,567+86.7% | $6,710+27.0% |
| Admin fee / account holder | $3,115 | $8,906-65.0% | $6,412-51.4% | $11,403-72.7% |