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 | $46,746 | $111,754-58.2% | $103,333-54.8% | $145,922-68.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.24% | 24.77%-6.5pp | 24.88%-6.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $8,239 | $4,212+95.6% | $3,868+113.0% | $4,660+76.8% |
| Participant deferral / active EE | $9,009 | $5,619+60.3% | $5,057+78.1% | $6,688+34.7% |
| Admin fee / account holder | $1,234 | $9,750-87.3% | $8,355-85.2% | $13,397-90.8% |