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 | $46,566 | $58,208-20.0% | $81,812-43.1% | $80,856-42.4% |
| Participation rate | 97.9% | 63.4%+34.5pp | 72.3%+25.5pp | 67.6%+30.2pp |
| Annual return | 19.57% | 41.66%-22.1pp | 773.79%-754.2pp | 35.59%-16.0pp |
| Employer contribution / active EE | $3,503 | $2,340+49.7% | $2,912+20.3% | $2,755+27.1% |
| Participant deferral / active EE | $4,074 | $3,281+24.2% | $4,319-5.7% | $4,296-5.2% |
| Admin fee / account holder | $3,762 | $4,981-24.5% | $7,386-49.1% | $6,918-45.6% |