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 | $48,935 | $177,572-72.4% | $154,803-68.4% | $142,382-65.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.00% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,497 | $4,810-68.9% | $4,305-65.2% | $4,299-65.2% |
| Participant deferral / active EE | $6,266 | $6,272-0.1% | $5,540+13.1% | $6,507-3.7% |
| Admin fee / account holder | $11,569 | $16,786-31.1% | $14,329-19.3% | $12,624-8.4% |