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 3-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 | $45,763 | $179,726-74.5% | $156,263-70.7% | $142,382-67.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 27.98% | 77.86%-49.9pp | 59.47%-31.5pp | 217.08%-189.1pp |
| Employer contribution / active EE | $2,915 | $5,069-42.5% | $4,333-32.7% | $4,299-32.2% |
| Participant deferral / active EE | $6,228 | $6,956-10.5% | $6,158+1.1% | $6,507-4.3% |
| Admin fee / account holder | $5,213 | $17,272-69.8% | $14,255-63.4% | $12,624-58.7% |