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 | $47,115 | $177,572-73.5% | $154,803-69.6% | $142,382-66.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.96% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,993 | $4,810+3.8% | $4,305+16.0% | $4,299+16.1% |
| Participant deferral / active EE | $9,988 | $6,272+59.3% | $5,540+80.3% | $6,507+53.5% |
| Admin fee / account holder | $3,367 | $16,786-79.9% | $14,329-76.5% | $12,624-73.3% |