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 10-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 | $47,240 | $197,591-76.1% | $177,821-73.4% | $158,922-70.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.09% | 58.76%-48.7pp | 48.32%-38.2pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,316 | $6,697-65.4% | $5,918-60.9% | $4,761-51.3% |
| Participant deferral / active EE | $4,477 | $8,405-46.7% | $7,714-42.0% | $5,982-25.2% |
| Admin fee / account holder | $1,725 | $15,399-88.8% | $12,427-86.1% | $11,246-84.7% |