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 | $47,944 | $177,572-73.0% | $154,803-69.0% | $142,382-66.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.78% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $6,648 | $4,810+38.2% | $4,305+54.4% | $4,299+54.6% |
| Participant deferral / active EE | $5,768 | $6,272-8.0% | $5,540+4.1% | $6,507-11.4% |
| Admin fee / account holder | $377 | $16,786-97.8% | $14,329-97.4% | $12,624-97.0% |