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 | $49,334 | $214,378-77.0% | $200,582-75.4% | $142,382-65.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.19% | 46.41%-33.2pp | 42.33%-29.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,031 | $6,841-55.7% | $6,419-52.8% | $4,299-29.5% |
| Participant deferral / active EE | $8,050 | $9,865-18.4% | $9,331-13.7% | $6,507+23.7% |
| Admin fee / account holder | $3,271 | $17,692-81.5% | $16,305-79.9% | $12,624-74.1% |