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 3-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 | $46,781 | $158,398-70.5% | $126,539-63.0% | $142,382-67.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.36% | 593.76%-573.4pp | 425.95%-405.6pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,010 | $4,650-35.3% | $3,674-18.1% | $4,299-30.0% |
| Participant deferral / active EE | $7,245 | $4,767+52.0% | $4,083+77.5% | $6,507+11.3% |
| Admin fee / account holder | $1,213 | $6,918-82.5% | $6,065-80.0% | $12,624-90.4% |