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 | $47,065 | $148,534-68.3% | $135,903-65.4% | $139,434-66.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 33.48% | 79.19%-45.7pp | 68.23%-34.8pp | 372.94%-339.5pp |
| Employer contribution / active EE | $2,788 | $5,243-46.8% | $4,856-42.6% | $4,751-41.3% |
| Participant deferral / active EE | $8,183 | $8,100+1.0% | $7,758+5.5% | $6,710+21.9% |
| Admin fee / account holder | $363 | $12,400-97.1% | $10,762-96.6% | $11,403-96.8% |