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 | $45,423 | $110,261-58.8% | $95,745-52.6% | $139,434-67.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.99% | 27.11%-7.1pp | 28.35%-8.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $4,584 | $3,257+40.7% | $2,835+61.7% | $4,751-3.5% |
| Participant deferral / active EE | $4,762 | $4,676+1.8% | $4,245+12.2% | $6,710-29.0% |
| Admin fee / account holder | $407 | $6,613-93.8% | $5,678-92.8% | $11,403-96.4% |