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 | $56,032 | $117,841-52.5% | $102,423-45.3% | $145,922-61.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.08% | 31.65%-11.6pp | 29.32%-9.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $4,043 | $3,615+11.8% | $3,023+33.7% | $4,660-13.2% |
| Participant deferral / active EE | $7,507 | $5,731+31.0% | $5,053+48.6% | $6,688+12.2% |
| Admin fee / account holder | $7,475 | $13,326-43.9% | $9,451-20.9% | $13,397-44.2% |