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 | $49,154 | $209,411-76.5% | $178,490-72.5% | $158,922-69.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.46% | 188.75%-170.3pp | 151.07%-132.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $7,007 | $5,706+22.8% | $5,011+39.8% | $4,761+47.2% |
| Participant deferral / active EE | $3,600 | $5,954-39.5% | $5,202-30.8% | $5,982-39.8% |
| Admin fee / account holder | $671 | $17,074-96.1% | $13,984-95.2% | $11,246-94.0% |