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 7-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 | $48,322 | $127,065-62.0% | $113,168-57.3% | $142,382-66.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.09% | 24.03%-10.9pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $15,686 | $3,442+355.7% | $2,975+427.2% | $4,299+264.9% |
| Participant deferral / active EE | $13,183 | $5,716+130.6% | $5,107+158.1% | $6,507+102.6% |
| Admin fee / account holder | $752 | $15,736-95.2% | $12,068-93.8% | $12,624-94.0% |