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 8-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 | $45,732 | $114,381-60.0% | $107,525-57.5% | $142,382-67.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.98% | 242.71%-226.7pp | 181.32%-165.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,912 | $4,015-52.4% | $3,754-49.1% | $4,299-55.5% |
| Participant deferral / active EE | $5,138 | $5,564-7.7% | $5,116+0.4% | $6,507-21.0% |
| Admin fee / account holder | $4,792 | $9,860-51.4% | $8,919-46.3% | $12,624-62.0% |