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 | $46,621 | $76,738-39.2% | $56,411-17.4% | $145,922-68.1% |
| Participation rate | 88.2% | 63.2%+25.0pp | 52.5%+35.8pp | 80.3%+8.0pp |
| Annual return | 9.20% | 2994.23%-2985.0pp | 1701.33%-1692.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $4,161 | $1,380+201.6% | $1,039+300.6% | $4,660-10.7% |
| Participant deferral / active EE | $3,325 | $2,623+26.8% | $1,952+70.4% | $6,688-50.3% |
| Admin fee / account holder | $2,625 | $3,334-21.2% | $2,829-7.2% | $13,397-80.4% |