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 | $47,135 | $214,378-78.0% | $200,582-76.5% | $142,382-66.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.90% | 46.41%-32.5pp | 42.33%-28.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,344 | $6,841-65.7% | $6,419-63.5% | $4,299-45.5% |
| Participant deferral / active EE | $3,991 | $9,865-59.5% | $9,331-57.2% | $6,507-38.7% |
| Admin fee / account holder | $12,933 | $17,692-26.9% | $16,305-20.7% | $12,624+2.5% |