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 | $47,577 | $177,572-73.2% | $154,803-69.3% | $142,382-66.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.81% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,300 | $4,810-52.2% | $4,305-46.6% | $4,299-46.5% |
| Participant deferral / active EE | $9,212 | $6,272+46.9% | $5,540+66.3% | $6,507+41.6% |
| Admin fee / account holder | $234,422 | $16,786+1296.6% | $14,329+1536.0% | $12,624+1757.0% |