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 6-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 | $45,922 | $148,534-69.1% | $135,903-66.2% | $139,434-67.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.25% | 79.19%-60.9pp | 68.23%-50.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $8,108 | $5,243+54.7% | $4,856+67.0% | $4,751+70.7% |
| Participant deferral / active EE | $12,951 | $8,100+59.9% | $7,758+66.9% | $6,710+93.0% |
| Admin fee / account holder | $572 | $12,400-95.4% | $10,762-94.7% | $11,403-95.0% |