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 6-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 | $46,591 | $106,515-56.3% | $96,683-51.8% | $139,434-66.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 17.51% | 38.43%-20.9pp | 35.69%-18.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $8,715 | $4,103+112.4% | $3,737+133.2% | $4,751+83.5% |
| Participant deferral / active EE | $4,867 | $5,454-10.8% | $4,878-0.2% | $6,710-27.5% |
| Admin fee / account holder | $909 | $7,877-88.5% | $6,730-86.5% | $11,403-92.0% |