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 10-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 | $48,217 | $148,534-67.5% | $135,903-64.5% | $139,434-65.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.16% | 79.19%-57.0pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,567 | $5,243-51.0% | $4,856-47.1% | $4,751-46.0% |
| Participant deferral / active EE | $6,627 | $8,100-18.2% | $7,758-14.6% | $6,710-1.2% |
| Admin fee / account holder | $428 | $12,400-96.5% | $10,762-96.0% | $11,403-96.2% |