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 | $44,792 | $99,877-55.2% | $84,966-47.3% | $145,922-69.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.34% | 83.76%-67.4pp | 66.38%-50.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $2,501 | $3,231-22.6% | $2,727-8.3% | $4,660-46.3% |
| Participant deferral / active EE | $3,547 | $5,291-33.0% | $4,519-21.5% | $6,688-47.0% |
| Admin fee / account holder | $447 | $7,248-93.8% | $6,149-92.7% | $13,397-96.7% |