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 | $48,570 | $177,572-72.6% | $154,803-68.6% | $142,382-65.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.06% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,044 | $4,810-36.7% | $4,305-29.3% | $4,299-29.2% |
| Participant deferral / active EE | $10,029 | $6,272+59.9% | $5,540+81.0% | $6,507+54.1% |
| Admin fee / account holder | $322 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |