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 5-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 | $48,796 | $74,888-34.8% | $71,209-31.5% | $142,382-65.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.22% | 345.14%-325.9pp | 282.51%-263.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $6,367 | $2,854+123.1% | $2,721+134.0% | $4,299+48.1% |
| Participant deferral / active EE | $21,590 | $4,454+384.7% | $4,175+417.1% | $6,507+231.8% |
| Admin fee / account holder | $497 | $5,568-91.1% | $5,349-90.7% | $12,624-96.1% |