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 5-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 | $46,940 | $183,519-74.4% | $155,509-69.8% | $145,922-67.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.47% | 61.17%-50.7pp | 64.67%-54.2pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,454 | $5,313-53.8% | $4,672-47.5% | $4,660-47.3% |
| Participant deferral / active EE | $6,619 | $6,462+2.4% | $5,626+17.6% | $6,688-1.0% |
| Admin fee / account holder | $390 | $19,313-98.0% | $15,912-97.6% | $13,397-97.1% |