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 | $46,897 | $177,572-73.6% | $154,803-69.7% | $142,382-67.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.96% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,698 | $4,810-43.9% | $4,305-37.3% | $4,299-37.2% |
| Participant deferral / active EE | $3,445 | $6,272-45.1% | $5,540-37.8% | $6,507-47.1% |
| Admin fee / account holder | $706 | $16,786-95.8% | $14,329-95.1% | $12,624-94.4% |