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 10-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 | $47,501 | $165,335-71.3% | $149,696-68.3% | $158,922-70.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.61% | 348.15%-319.5pp | 276.60%-248.0pp | 302.83%-274.2pp |
| Employer contribution / active EE | $2,568 | $5,103-49.7% | $4,644-44.7% | $4,761-46.1% |
| Participant deferral / active EE | $5,805 | $7,181-19.2% | $6,842-15.2% | $5,982-3.0% |
| Admin fee / account holder | $2,391 | $10,807-77.9% | $9,309-74.3% | $11,246-78.7% |