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 | $48,037 | $176,056-72.7% | $159,436-69.9% | $167,490-71.3% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 28.95% | 331.75%-302.8pp | 263.57%-234.6pp | 478.56%-449.6pp |
| Employer contribution / active EE | $13,131 | $5,297+147.9% | $4,829+171.9% | $4,837+171.4% |
| Participant deferral / active EE | $6,901 | $7,750-11.0% | $7,352-6.1% | $6,341+8.8% |
| Admin fee / account holder | $4,011 | $12,554-68.0% | $10,799-62.9% | $12,309-67.4% |