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 4-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 | $46,136 | $74,888-38.4% | $71,209-35.2% | $142,382-67.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.91% | 345.14%-331.2pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $5,081 | $2,854+78.0% | $2,721+86.7% | $4,299+18.2% |
| Participant deferral / active EE | $11,505 | $4,454+158.3% | $4,175+175.6% | $6,507+76.8% |
| Admin fee / account holder | $3,758 | $5,568-32.5% | $5,349-29.7% | $12,624-70.2% |