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 | $45,338 | $175,202-74.1% | $149,673-69.7% | $139,434-67.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.56% | 166.71%-144.1pp | 134.42%-111.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,882 | $5,474-47.4% | $4,818-40.2% | $4,751-39.3% |
| Participant deferral / active EE | $14,053 | $6,519+115.6% | $5,680+147.4% | $6,710+109.4% |
| Admin fee / account holder | $3,317 | $16,150-79.5% | $13,210-74.9% | $11,403-70.9% |