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 7-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 | $43,768 | $100,773-56.6% | $88,946-50.8% | $142,382-69.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.59% | 70.18%-50.6pp | 57.82%-38.2pp | 217.08%-197.5pp |
| Employer contribution / active EE | $7,917 | $2,918+171.4% | $2,555+209.9% | $4,299+84.2% |
| Participant deferral / active EE | $16,904 | $5,230+223.2% | $4,581+269.0% | $6,507+159.8% |
| Admin fee / account holder | $7,983 | $9,693-17.6% | $8,261-3.4% | $12,624-36.8% |