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 | $47,487 | $177,572-73.3% | $154,803-69.3% | $142,382-66.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.57% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,309 | $4,810-52.0% | $4,305-46.4% | $4,299-46.3% |
| Participant deferral / active EE | $8,513 | $6,272+35.7% | $5,540+53.7% | $6,507+30.8% |
| Admin fee / account holder | $2,064 | $16,786-87.7% | $14,329-85.6% | $12,624-83.6% |