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 | $45,167 | $115,770-61.0% | $101,248-55.4% | $158,922-71.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 22.41% | 56.14%-33.7pp | 46.47%-24.1pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,722 | $4,175-34.8% | $3,660-25.6% | $4,761-42.8% |
| Participant deferral / active EE | $4,078 | $4,957-17.7% | $4,370-6.7% | $5,982-31.8% |
| Admin fee / account holder | $1,553 | $7,245-78.6% | $5,945-73.9% | $11,246-86.2% |