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 | $47,249 | $159,602-70.4% | $150,045-68.5% | $142,382-66.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.03% | 70.24%-43.2pp | 62.55%-35.5pp | 217.08%-190.0pp |
| Employer contribution / active EE | $3,978 | $4,961-19.8% | $4,693-15.2% | $4,299-7.5% |
| Participant deferral / active EE | $9,796 | $8,310+17.9% | $7,997+22.5% | $6,507+50.5% |
| Admin fee / account holder | $7,634 | $14,846-48.6% | $13,435-43.2% | $12,624-39.5% |