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 | $46,473 | $179,726-74.1% | $156,263-70.3% | $142,382-67.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.25% | 77.86%-63.6pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,728 | $5,069-26.5% | $4,333-14.0% | $4,299-13.3% |
| Participant deferral / active EE | $8,060 | $6,956+15.9% | $6,158+30.9% | $6,507+23.9% |
| Admin fee / account holder | $9,733 | $17,272-43.7% | $14,255-31.7% | $12,624-22.9% |