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 | $79,528 | $210,648-62.2% | $177,989-55.3% | $145,922-45.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.11% | 385.86%-372.7pp | 294.48%-281.4pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,919 | $4,565+7.8% | $3,949+24.6% | $4,660+5.6% |
| Participant deferral / active EE | $25,850 | $6,958+271.5% | $6,276+311.9% | $6,688+286.5% |
| Admin fee / account holder | $1,019 | $12,013-91.5% | $10,363-90.2% | $13,397-92.4% |