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 10-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 | $43,305 | $109,817-60.6% | $98,442-56.0% | $167,490-74.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.26% | 1956.69%-1940.4pp | 1492.73%-1476.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $4,150 | $3,224+28.7% | $2,960+40.2% | $4,837-14.2% |
| Participant deferral / active EE | $6,495 | $4,673+39.0% | $4,276+51.9% | $6,341+2.4% |
| Admin fee / account holder | $643 | $6,753-90.5% | $5,949-89.2% | $12,309-94.8% |