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 8-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 | $45,659 | $201,272-77.3% | $184,203-75.2% | $145,922-68.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.71% | 29.00%-18.3pp | 28.81%-18.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,747 | $7,022-75.1% | $6,427-72.8% | $4,660-62.5% |
| Participant deferral / active EE | $5,862 | $9,806-40.2% | $9,131-35.8% | $6,688-12.3% |
| Admin fee / account holder | $837 | $16,364-94.9% | $13,901-94.0% | $13,397-93.8% |