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 7-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 | $46,426 | $118,849-60.9% | $96,562-51.9% | $167,490-72.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.18% | 50.49%-35.3pp | 37.78%-22.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $3,562 | $3,120+14.2% | $2,356+51.1% | $4,837-26.4% |
| Participant deferral / active EE | $15,693 | $4,616+240.0% | $3,849+307.7% | $6,341+147.5% |
| Admin fee / account holder | $413 | $8,065-94.9% | $6,181-93.3% | $12,309-96.6% |