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 3-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 | $45,011 | $172,478-73.9% | $145,661-69.1% | $142,382-68.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 24.83% | 151.09%-126.3pp | 101.46%-76.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $4,311 | $4,899-12.0% | $4,238+1.7% | $4,299+0.3% |
| Participant deferral / active EE | $17,851 | $8,348+113.8% | $7,198+148.0% | $6,507+174.3% |
| Admin fee / account holder | $350 | $16,864-97.9% | $12,466-97.2% | $12,624-97.2% |