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 | $49,605 | $106,515-53.4% | $96,683-48.7% | $139,434-64.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.54% | 38.43%-13.9pp | 35.69%-11.2pp | 372.94%-348.4pp |
| Employer contribution / active EE | $4,979 | $4,103+21.4% | $3,737+33.2% | $4,751+4.8% |
| Participant deferral / active EE | $10,788 | $5,454+97.8% | $4,878+121.2% | $6,710+60.8% |
| Admin fee / account holder | $2,439 | $7,877-69.0% | $6,730-63.8% | $11,403-78.6% |