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 6-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 | $47,881 | $95,266-49.7% | $82,389-41.9% | $142,382-66.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.48% | 25.74%-5.3pp | 28.67%-8.2pp | 217.08%-196.6pp |
| Employer contribution / active EE | $3,893 | $2,991+30.1% | $2,517+54.6% | $4,299-9.5% |
| Participant deferral / active EE | $5,539 | $4,809+15.2% | $4,155+33.3% | $6,507-14.9% |
| Admin fee / account holder | $394 | $8,563-95.4% | $7,231-94.6% | $12,624-96.9% |