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 5-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 | $57,830 | $114,381-49.4% | $107,525-46.2% | $142,382-59.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.99% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $15,000 | $4,015+273.6% | $3,754+299.6% | $4,299+248.9% |
| Participant deferral / active EE | $3,972 | $5,564-28.6% | $5,116-22.4% | $6,507-39.0% |
| Admin fee / account holder | $2,827 | $9,860-71.3% | $8,919-68.3% | $12,624-77.6% |