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 | $56,113 | $185,822-69.8% | $169,993-67.0% | $139,434-59.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.27% | 60.50%-40.2pp | 53.37%-33.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $8,311 | $7,590+9.5% | $6,785+22.5% | $4,751+74.9% |
| Participant deferral / active EE | $9,964 | $11,622-14.3% | $10,408-4.3% | $6,710+48.5% |
| Admin fee / account holder | $343 | $15,381-97.8% | $12,815-97.3% | $11,403-97.0% |