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 9-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 | $47,439 | $115,770-59.0% | $101,248-53.1% | $158,922-70.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.02% | 56.14%-40.1pp | 46.47%-30.5pp | 302.83%-286.8pp |
| Employer contribution / active EE | $5,011 | $4,175+20.0% | $3,660+36.9% | $4,761+5.2% |
| Participant deferral / active EE | $7,213 | $4,957+45.5% | $4,370+65.1% | $5,982+20.6% |
| Admin fee / account holder | $408 | $7,245-94.4% | $5,945-93.1% | $11,246-96.4% |