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 | $48,547 | $118,849-59.2% | $96,562-49.7% | $167,490-71.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.64% | 50.49%-41.8pp | 37.78%-29.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $16,925 | $3,120+442.5% | $2,356+618.2% | $4,837+249.9% |
| Participant deferral / active EE | $12,553 | $4,616+171.9% | $3,849+226.1% | $6,341+98.0% |
| Admin fee / account holder | $480 | $8,065-94.1% | $6,181-92.2% | $12,309-96.1% |