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 | $48,968 | $158,398-69.1% | $126,539-61.3% | $142,382-65.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.28% | 593.76%-569.5pp | 425.95%-401.7pp | 217.08%-192.8pp |
| Employer contribution / active EE | $3,804 | $4,650-18.2% | $3,674+3.5% | $4,299-11.5% |
| Participant deferral / active EE | $7,154 | $4,767+50.1% | $4,083+75.2% | $6,507+9.9% |
| Admin fee / account holder | $872 | $6,918-87.4% | $6,065-85.6% | $12,624-93.1% |