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 8-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 | $47,823 | $217,402-78.0% | $185,823-74.3% | $167,490-71.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.94% | 148.36%-129.4pp | 122.05%-103.1pp | 478.56%-459.6pp |
| Employer contribution / active EE | $5,516 | $5,873-6.1% | $5,167+6.7% | $4,837+14.0% |
| Participant deferral / active EE | $2,743 | $6,356-56.9% | $5,568-50.7% | $6,341-56.8% |
| Admin fee / account holder | $776 | $19,811-96.1% | $16,237-95.2% | $12,309-93.7% |