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 8-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 | $46,249 | $114,381-59.6% | $107,525-57.0% | $142,382-67.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.66% | 242.71%-228.1pp | 181.32%-166.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,584 | $4,015-35.6% | $3,754-31.2% | $4,299-39.9% |
| Participant deferral / active EE | $4,681 | $5,564-15.9% | $5,116-8.5% | $6,507-28.1% |
| Admin fee / account holder | $3,265 | $9,860-66.9% | $8,919-63.4% | $12,624-74.1% |