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 | $44,233 | $158,398-72.1% | $126,539-65.0% | $142,382-68.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.42% | 593.76%-579.3pp | 425.95%-411.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,396 | $4,650-70.0% | $3,674-62.0% | $4,299-67.5% |
| Participant deferral / active EE | $4,156 | $4,767-12.8% | $4,083+1.8% | $6,507-36.1% |
| Admin fee / account holder | $7,609 | $6,918+10.0% | $6,065+25.5% | $12,624-39.7% |