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 5-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 | $43,833 | $165,984-73.6% | $164,813-73.4% | $145,922-70.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.88% | 100.03%-88.2pp | 69.93%-58.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $7,113 | $5,273+34.9% | $4,341+63.9% | $4,660+52.6% |
| Participant deferral / active EE | $13,507 | $6,959+94.1% | $6,031+123.9% | $6,688+102.0% |
| Admin fee / account holder | $2,772 | $16,648-83.3% | $12,690-78.2% | $13,397-79.3% |