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 | $47,419 | $148,534-68.1% | $135,903-65.1% | $139,434-66.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.32% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,575 | $5,243-50.9% | $4,856-47.0% | $4,751-45.8% |
| Participant deferral / active EE | $4,863 | $8,100-40.0% | $7,758-37.3% | $6,710-27.5% |
| Admin fee / account holder | $6,278 | $12,400-49.4% | $10,762-41.7% | $11,403-44.9% |