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 9-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 | $54,012 | $114,381-52.8% | $107,525-49.8% | $142,382-62.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.42% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,009 | $4,015-50.0% | $3,754-46.5% | $4,299-53.3% |
| Participant deferral / active EE | $4,834 | $5,564-13.1% | $5,116-5.5% | $6,507-25.7% |
| Admin fee / account holder | $1,288 | $9,860-86.9% | $8,919-85.6% | $12,624-89.8% |