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 | $46,736 | $179,726-74.0% | $156,263-70.1% | $142,382-67.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.04% | 77.86%-65.8pp | 59.47%-47.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $6,400 | $5,069+26.3% | $4,333+47.7% | $4,299+48.9% |
| Participant deferral / active EE | $6,400 | $6,956-8.0% | $6,158+3.9% | $6,507-1.6% |
| Admin fee / account holder | $200,075 | $17,272+1058.4% | $14,255+1303.6% | $12,624+1484.9% |