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 | $48,137 | $111,754-56.9% | $103,333-53.4% | $145,922-67.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.74% | 24.77%-15.0pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $9,594 | $4,212+127.8% | $3,868+148.1% | $4,660+105.9% |
| Participant deferral / active EE | $13,867 | $5,619+146.8% | $5,057+174.2% | $6,688+107.4% |
| Admin fee / account holder | $3,686 | $9,750-62.2% | $8,355-55.9% | $13,397-72.5% |