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 4-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 | $44,119 | $74,888-41.1% | $71,209-38.0% | $142,382-69.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 17.77% | 345.14%-327.4pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,602 | $2,854-8.9% | $2,721-4.4% | $4,299-39.5% |
| Participant deferral / active EE | $4,475 | $4,454+0.5% | $4,175+7.2% | $6,507-31.2% |
| Admin fee / account holder | $26,177 | $5,568+370.1% | $5,349+389.4% | $12,624+107.4% |