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 | $46,804 | $94,625-50.5% | $116,228-59.7% | $84,808-44.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 19.63% | 20.40%-0.8pp | 90.06%-70.4pp | 40.90%-21.3pp |
| Employer contribution / active EE | $6,434 | $2,347+174.2% | $2,994+114.9% | $2,631+144.5% |
| Participant deferral / active EE | $6,675 | $3,972+68.1% | $4,953+34.8% | $4,212+58.5% |
| Admin fee / account holder | $5,949 | $10,091-41.0% | $11,989-50.4% | $7,344-19.0% |