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 6-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 | $46,216 | $140,940-67.2% | $112,229-58.8% | $139,434-66.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.45% | 32.71%-18.3pp | 30.20%-15.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $6,176 | $4,283+44.2% | $3,430+80.0% | $4,751+30.0% |
| Participant deferral / active EE | $7,601 | $5,874+29.4% | $4,798+58.4% | $6,710+13.3% |
| Admin fee / account holder | $989 | $9,954-90.1% | $7,748-87.2% | $11,403-91.3% |