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 7-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 | $47,854 | $107,334-55.4% | $92,893-48.5% | $152,861-68.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.19% | 145.58%-128.4pp | 109.41%-92.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $4,487 | $4,221+6.3% | $3,653+22.8% | $4,762-5.8% |
| Participant deferral / active EE | $12,942 | $4,845+167.1% | $4,236+205.5% | $5,850+121.2% |
| Admin fee / account holder | $727 | $7,079-89.7% | $5,794-87.5% | $11,596-93.7% |