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 | $46,104 | $185,822-75.2% | $169,993-72.9% | $139,434-66.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.18% | 60.50%-36.3pp | 53.37%-29.2pp | 372.94%-348.8pp |
| Employer contribution / active EE | $3,083 | $7,590-59.4% | $6,785-54.6% | $4,751-35.1% |
| Participant deferral / active EE | $21,156 | $11,622+82.0% | $10,408+103.3% | $6,710+215.3% |
| Admin fee / account holder | $859 | $15,381-94.4% | $12,815-93.3% | $11,403-92.5% |