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 | $48,603 | $90,348-46.2% | $75,972-36.0% | $145,922-66.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.66% | 620.88%-607.2pp | 359.55%-345.9pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,738 | $3,311-17.3% | $2,685+2.0% | $4,660-41.2% |
| Participant deferral / active EE | $6,111 | $5,162+18.4% | $4,255+43.6% | $6,688-8.6% |
| Admin fee / account holder | $464 | $8,467-94.5% | $6,467-92.8% | $13,397-96.5% |