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 9-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 | $47,384 | $112,096-57.7% | $95,952-50.6% | $158,922-70.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.13% | 171.09%-158.0pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,576 | $3,198-50.7% | $2,541-38.0% | $4,761-66.9% |
| Participant deferral / active EE | $9,720 | $4,784+103.2% | $4,167+133.3% | $5,982+62.5% |
| Admin fee / account holder | $1,621 | $10,130-84.0% | $6,795-76.2% | $11,246-85.6% |