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 | $47,562 | $114,381-58.4% | $107,525-55.8% | $142,382-66.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.00% | 242.71%-229.7pp | 181.32%-168.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $3,980 | $4,015-0.9% | $3,754+6.0% | $4,299-7.4% |
| Participant deferral / active EE | $13,720 | $5,564+146.6% | $5,116+168.2% | $6,507+110.8% |
| Admin fee / account holder | $12,388 | $9,860+25.6% | $8,919+38.9% | $12,624-1.9% |