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 6-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 | $48,630 | $217,402-77.6% | $185,823-73.8% | $167,490-71.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.95% | 148.36%-125.4pp | 122.05%-99.1pp | 478.56%-455.6pp |
| Employer contribution / active EE | $5,332 | $5,873-9.2% | $5,167+3.2% | $4,837+10.2% |
| Participant deferral / active EE | $19,981 | $6,356+214.3% | $5,568+258.9% | $6,341+215.1% |
| Admin fee / account holder | $9,159 | $19,811-53.8% | $16,237-43.6% | $12,309-25.6% |