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 9-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 | $47,314 | $114,381-58.6% | $107,525-56.0% | $142,382-66.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.39% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,220 | $4,015-19.8% | $3,754-14.2% | $4,299-25.1% |
| Participant deferral / active EE | $4,670 | $5,564-16.1% | $5,116-8.7% | $6,507-28.2% |
| Admin fee / account holder | $3,459 | $9,860-64.9% | $8,919-61.2% | $12,624-72.6% |