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 6-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 | $46,900 | $118,849-60.5% | $96,562-51.4% | $167,490-72.0% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 13.53% | 50.49%-37.0pp | 37.78%-24.3pp | 478.56%-465.0pp |
| Employer contribution / active EE | $6,023 | $3,120+93.1% | $2,356+155.6% | $4,837+24.5% |
| Participant deferral / active EE | $3,055 | $4,616-33.8% | $3,849-20.6% | $6,341-51.8% |
| Admin fee / account holder | $5,265 | $8,065-34.7% | $6,181-14.8% | $12,309-57.2% |