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 5-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 | $45,589 | $214,378-78.7% | $200,582-77.3% | $142,382-68.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 42.00% | 46.41%-4.4pp | 42.33%-0.3pp | 217.08%-175.1pp |
| Employer contribution / active EE | $4,928 | $6,841-28.0% | $6,419-23.2% | $4,299+14.6% |
| Participant deferral / active EE | $6,964 | $9,865-29.4% | $9,331-25.4% | $6,507+7.0% |
| Admin fee / account holder | $656 | $17,692-96.3% | $16,305-96.0% | $12,624-94.8% |