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 | $56,332 | $111,754-49.6% | $103,333-45.5% | $145,922-61.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.71% | 24.77%-10.1pp | 24.88%-10.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,993 | $4,212-5.2% | $3,868+3.2% | $4,660-14.3% |
| Participant deferral / active EE | $10,648 | $5,619+89.5% | $5,057+110.5% | $6,688+59.2% |
| Admin fee / account holder | $19,898 | $9,750+104.1% | $8,355+138.2% | $13,397+48.5% |