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 | $47,068 | $114,381-58.8% | $107,525-56.2% | $142,382-66.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 26.32% | 242.71%-216.4pp | 181.32%-155.0pp | 217.08%-190.8pp |
| Employer contribution / active EE | $7,824 | $4,015+94.9% | $3,754+108.5% | $4,299+82.0% |
| Participant deferral / active EE | $18,048 | $5,564+224.4% | $5,116+252.8% | $6,507+177.4% |
| Admin fee / account holder | $13,459 | $9,860+36.5% | $8,919+50.9% | $12,624+6.6% |