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 | $52,626 | $159,602-67.0% | $150,045-64.9% | $142,382-63.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.72% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,471 | $4,961-30.0% | $4,693-26.0% | $4,299-19.3% |
| Participant deferral / active EE | $7,872 | $8,310-5.3% | $7,997-1.6% | $6,507+21.0% |
| Admin fee / account holder | $2,799 | $14,846-81.1% | $13,435-79.2% | $12,624-77.8% |