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 7-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 | $46,951 | $114,381-59.0% | $107,525-56.3% | $142,382-67.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.74% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,226 | $4,015-44.6% | $3,754-40.7% | $4,299-48.2% |
| Participant deferral / active EE | $2,618 | $5,564-52.9% | $5,116-48.8% | $6,507-59.8% |
| Admin fee / account holder | $5,353 | $9,860-45.7% | $8,919-40.0% | $12,624-57.6% |