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 9-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 | $52,471 | $111,754-53.0% | $103,333-49.2% | $145,922-64.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 30.12% | 24.77%+5.4pp | 24.88%+5.2pp | 561.29%-531.2pp |
| Employer contribution / active EE | $3,742 | $4,212-11.2% | $3,868-3.3% | $4,660-19.7% |
| Participant deferral / active EE | $3,986 | $5,619-29.1% | $5,057-21.2% | $6,688-40.4% |
| Admin fee / account holder | $4,283 | $9,750-56.1% | $8,355-48.7% | $13,397-68.0% |