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 4-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 | $65,496 | $177,572-63.1% | $154,803-57.7% | $142,382-54.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.72% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $7,133 | $4,810+48.3% | $4,305+65.7% | $4,299+65.9% |
| Participant deferral / active EE | $11,255 | $6,272+79.5% | $5,540+103.1% | $6,507+73.0% |
| Admin fee / account holder | $13,504 | $16,786-19.6% | $14,329-5.8% | $12,624+7.0% |