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 10-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 | $59,637 | $113,339-47.4% | $94,993-37.2% | $147,584-59.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 22.74% | 20.77%+2.0pp | 27.12%-4.4pp | 578.55%-555.8pp |
| Employer contribution / active EE | $2,178 | $3,160-31.1% | $2,603-16.3% | $4,876-55.3% |
| Participant deferral / active EE | $3,804 | $3,777+0.7% | $3,317+14.7% | $5,439-30.1% |
| Admin fee / account holder | $809 | $6,063-86.7% | $4,960-83.7% | $10,885-92.6% |