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 5-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 | $44,674 | $74,888-40.3% | $71,209-37.3% | $142,382-68.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.05% | 345.14%-323.1pp | 282.51%-260.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $1,306 | $2,854-54.2% | $2,721-52.0% | $4,299-69.6% |
| Participant deferral / active EE | $6,513 | $4,454+46.2% | $4,175+56.0% | $6,507+0.1% |
| Admin fee / account holder | $1,471 | $5,568-73.6% | $5,349-72.5% | $12,624-88.3% |