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 5-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 | $44,036 | $70,606-37.6% | $53,898-18.3% | $142,382-69.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.89% | 619.81%-605.9pp | 528.60%-514.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $16,648 | $1,202+1284.9% | $932+1686.2% | $4,299+287.2% |
| Participant deferral / active EE | $33,825 | $2,364+1330.9% | $1,826+1752.1% | $6,507+419.8% |
| Admin fee / account holder | $1,823 | $2,852-36.1% | $2,491-26.8% | $12,624-85.6% |