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 | $47,470 | $201,272-76.4% | $184,203-74.2% | $145,922-67.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.25% | 29.00%+6.2pp | 28.81%+6.4pp | 561.29%-526.0pp |
| Employer contribution / active EE | $3,849 | $7,022-45.2% | $6,427-40.1% | $4,660-17.4% |
| Participant deferral / active EE | $4,879 | $9,806-50.2% | $9,131-46.6% | $6,688-27.0% |
| Admin fee / account holder | $4,105 | $16,364-74.9% | $13,901-70.5% | $13,397-69.4% |