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 | $48,069 | $165,984-71.0% | $164,813-70.8% | $145,922-67.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.97% | 100.03%-84.1pp | 69.93%-54.0pp | 561.29%-545.3pp |
| Employer contribution / active EE | $3,224 | $5,273-38.8% | $4,341-25.7% | $4,660-30.8% |
| Participant deferral / active EE | $8,141 | $6,959+17.0% | $6,031+35.0% | $6,688+21.7% |
| Admin fee / account holder | $1,368 | $16,648-91.8% | $12,690-89.2% | $13,397-89.8% |