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 | $44,746 | $162,781-72.5% | $133,956-66.6% | $158,922-71.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.89% | 41.94%-25.1pp | 45.09%-28.2pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,212 | $4,975-75.7% | $3,919-69.1% | $4,761-74.6% |
| Participant deferral / active EE | $3,271 | $5,911-44.7% | $5,048-35.2% | $5,982-45.3% |
| Admin fee / account holder | $2,564 | $11,736-78.2% | $8,927-71.3% | $11,246-77.2% |