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 | $47,344 | $214,378-77.9% | $200,582-76.4% | $142,382-66.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.06% | 46.41%-29.3pp | 42.33%-25.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,373 | $6,841-65.3% | $6,419-63.0% | $4,299-44.8% |
| Participant deferral / active EE | $9,604 | $9,865-2.6% | $9,331+2.9% | $6,507+47.6% |
| Admin fee / account holder | $570 | $17,692-96.8% | $16,305-96.5% | $12,624-95.5% |