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 | $47,805 | $157,256-69.6% | $141,162-66.1% | $152,861-68.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.14% | 64.32%-45.2pp | 71.39%-52.2pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,616 | $5,261-50.3% | $4,735-44.8% | $4,762-45.1% |
| Participant deferral / active EE | $4,855 | $7,109-31.7% | $6,709-27.6% | $5,850-17.0% |
| Admin fee / account holder | $342 | $12,120-97.2% | $10,261-96.7% | $11,596-97.1% |