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 | $50,806 | $127,065-60.0% | $113,168-55.1% | $142,382-64.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.74% | 24.03%-2.3pp | 24.27%-2.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,547 | $3,442-26.0% | $2,975-14.4% | $4,299-40.7% |
| Participant deferral / active EE | $14,581 | $5,716+155.1% | $5,107+185.5% | $6,507+124.1% |
| Admin fee / account holder | $5,052 | $15,736-67.9% | $12,068-58.1% | $12,624-60.0% |