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 | $44,464 | $60,022-25.9% | $88,946-50.0% | $84,808-47.6% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 59.40% | 22.43%+37.0pp | 57.82%+1.6pp | 40.90%+18.5pp |
| Employer contribution / active EE | $4,879 | $1,703+186.6% | $2,555+91.0% | $2,631+85.5% |
| Participant deferral / active EE | $10,367 | $3,114+232.9% | $4,581+126.3% | $4,212+146.1% |
| Admin fee / account holder | $1,750 | $4,811-63.6% | $8,261-78.8% | $7,344-76.2% |