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 | $49,562 | $69,207-28.4% | $64,056-22.6% | $139,434-64.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.44% | 45.88%-32.4pp | 33.69%-20.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $3,225 | $3,182+1.3% | $2,747+17.4% | $4,751-32.1% |
| Participant deferral / active EE | $7,961 | $4,682+70.1% | $3,880+105.2% | $6,710+18.6% |
| Admin fee / account holder | $366 | $4,244-91.4% | $3,068-88.1% | $11,403-96.8% |