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 | $45,935 | $131,829-65.2% | $108,579-57.7% | $273,961-83.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 15.54% | -91.57%+107.1pp | -51.70%+67.2pp | 41.45%-25.9pp |
| Employer contribution / active EE | $8,103 | $4,912+64.9% | $3,758+115.6% | $4,869+66.4% |
| Participant deferral / active EE | $5,215 | $5,127+1.7% | $4,311+21.0% | $5,287-1.4% |
| Admin fee / account holder | $839 | $10,252-91.8% | $7,645-89.0% | $10,132-91.7% |