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 | $53,312 | $104,974-49.2% | $95,585-44.2% | $142,382-62.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.30% | 210.33%-190.0pp | 38.56%-18.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,998 | $2,779+43.9% | $2,527+58.2% | $4,299-7.0% |
| Participant deferral / active EE | $12,839 | $4,352+195.0% | $4,023+219.2% | $6,507+97.3% |
| Admin fee / account holder | $1,297 | $6,386-79.7% | $6,127-78.8% | $12,624-89.7% |