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 | $47,282 | $127,065-62.8% | $113,168-58.2% | $142,382-66.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.68% | 24.03%-13.3pp | 24.27%-13.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $6,875 | $3,442+99.7% | $2,975+131.1% | $4,299+59.9% |
| Participant deferral / active EE | $2,610 | $5,716-54.3% | $5,107-48.9% | $6,507-59.9% |
| Admin fee / account holder | $1,191 | $15,736-92.4% | $12,068-90.1% | $12,624-90.6% |