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 5-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 | $46,776 | $177,572-73.7% | $154,803-69.8% | $142,382-67.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.84% | 65.07%-53.2pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $5,229 | $4,810+8.7% | $4,305+21.5% | $4,299+21.6% |
| Participant deferral / active EE | $4,261 | $6,272-32.1% | $5,540-23.1% | $6,507-34.5% |
| Admin fee / account holder | $1,127 | $16,786-93.3% | $14,329-92.1% | $12,624-91.1% |