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 6-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 | $49,200 | $179,726-72.6% | $156,263-68.5% | $142,382-65.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.23% | 77.86%-67.6pp | 59.47%-49.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $4,335 | $5,069-14.5% | $4,3330% | $4,299+0.8% |
| Participant deferral / active EE | $15,349 | $6,956+120.7% | $6,158+149.2% | $6,507+135.9% |
| Admin fee / account holder | $23,819 | $17,272+37.9% | $14,255+67.1% | $12,624+88.7% |