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 | $47,861 | $133,922-64.3% | $116,228-58.8% | $142,382-66.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 31.49% | 147.76%-116.3pp | 90.06%-58.6pp | 217.08%-185.6pp |
| Employer contribution / active EE | $4,220 | $3,446+22.5% | $2,994+40.9% | $4,299-1.9% |
| Participant deferral / active EE | $2,404 | $5,672-57.6% | $4,953-51.5% | $6,507-63.1% |
| Admin fee / account holder | $6,975 | $14,945-53.3% | $11,989-41.8% | $12,624-44.7% |