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 8-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 | $55,070 | $217,402-74.7% | $185,823-70.4% | $167,490-67.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.43% | 148.36%-132.9pp | 122.05%-106.6pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,306 | $5,873-60.7% | $5,167-55.4% | $4,837-52.3% |
| Participant deferral / active EE | $9,569 | $6,356+50.5% | $5,568+71.9% | $6,341+50.9% |
| Admin fee / account holder | $7,714 | $19,811-61.1% | $16,237-52.5% | $12,309-37.3% |