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 9-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 | $48,467 | $103,376-53.1% | $87,100-44.4% | $152,861-68.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.90% | 28.10%-6.2pp | 28.19%-6.3pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,989 | $3,220-7.2% | $2,521+18.5% | $4,762-37.2% |
| Participant deferral / active EE | $10,432 | $4,778+118.3% | $4,049+157.7% | $5,850+78.3% |
| Admin fee / account holder | $488 | $12,205-96.0% | $7,497-93.5% | $11,596-95.8% |