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 8-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 | $46,400 | $118,680-60.9% | $98,907-53.1% | $158,922-70.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 24.43% | 372.35%-347.9pp | 196.43%-172.0pp | 302.83%-278.4pp |
| Employer contribution / active EE | $7,067 | $3,333+112.0% | $2,689+162.8% | $4,761+48.4% |
| Participant deferral / active EE | $9,227 | $5,088+81.4% | $4,244+117.4% | $5,982+54.2% |
| Admin fee / account holder | $14,330 | $10,131+41.4% | $6,642+115.8% | $11,246+27.4% |