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 3-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 | $47,991 | $114,381-58.0% | $107,525-55.4% | $142,382-66.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.77% | 242.71%-224.9pp | 181.32%-163.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $7,940 | $4,015+97.8% | $3,754+111.5% | $4,299+84.7% |
| Participant deferral / active EE | $5,971 | $5,564+7.3% | $5,116+16.7% | $6,507-8.2% |
| Admin fee / account holder | $516 | $9,860-94.8% | $8,919-94.2% | $12,624-95.9% |