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 4-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 | $54,961 | $114,381-51.9% | $107,525-48.9% | $142,382-61.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.90% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,138 | $4,015+3.1% | $3,754+10.2% | $4,299-3.8% |
| Participant deferral / active EE | $18,522 | $5,564+232.9% | $5,116+262.1% | $6,507+184.6% |
| Admin fee / account holder | $16,342 | $9,860+65.7% | $8,919+83.2% | $12,624+29.5% |