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 5-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 | $46,378 | $127,065-63.5% | $113,168-59.0% | $142,382-67.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.91% | 24.03%-10.1pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,454 | $3,442+29.4% | $2,975+49.7% | $4,299+3.6% |
| Participant deferral / active EE | $7,136 | $5,716+24.8% | $5,107+39.7% | $6,507+9.7% |
| Admin fee / account holder | $1,771 | $15,736-88.7% | $12,068-85.3% | $12,624-86.0% |