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 | $47,677 | $179,726-73.5% | $156,263-69.5% | $142,382-66.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.66% | 77.86%-61.2pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $6,361 | $5,069+25.5% | $4,333+46.8% | $4,299+48.0% |
| Participant deferral / active EE | $6,144 | $6,956-11.7% | $6,158-0.2% | $6,507-5.6% |
| Admin fee / account holder | $9,200 | $17,272-46.7% | $14,255-35.5% | $12,624-27.1% |