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 | $45,782 | $201,272-77.3% | $184,203-75.1% | $145,922-68.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.23% | 29.00%-4.8pp | 28.81%-4.6pp | 561.29%-537.1pp |
| Employer contribution / active EE | $3,077 | $7,022-56.2% | $6,427-52.1% | $4,660-34.0% |
| Participant deferral / active EE | $7,671 | $9,806-21.8% | $9,131-16.0% | $6,688+14.7% |
| Admin fee / account holder | $1,671 | $16,364-89.8% | $13,901-88.0% | $13,397-87.5% |