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 | $64,478 | $140,940-54.3% | $112,229-42.5% | $139,434-53.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.89% | 32.71%-11.8pp | 30.20%-9.3pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,601 | $4,283-39.3% | $3,430-24.2% | $4,751-45.3% |
| Participant deferral / active EE | $6,094 | $5,874+3.8% | $4,798+27.0% | $6,710-9.2% |
| Admin fee / account holder | $4,278 | $9,954-57.0% | $7,748-44.8% | $11,403-62.5% |