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 | $46,067 | $133,922-65.6% | $116,228-60.4% | $142,382-67.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.55% | 147.76%-131.2pp | 90.06%-73.5pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,200 | $3,446+50.9% | $2,994+73.7% | $4,299+21.0% |
| Participant deferral / active EE | $12,896 | $5,672+127.4% | $4,953+160.4% | $6,507+98.2% |
| Admin fee / account holder | $6,085 | $14,945-59.3% | $11,989-49.2% | $12,624-51.8% |