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 | $53,497 | $177,572-69.9% | $154,803-65.4% | $142,382-62.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.27% | 65.07%-41.8pp | 58.88%-35.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $10,019 | $4,810+108.3% | $4,305+132.7% | $4,299+133.0% |
| Participant deferral / active EE | $12,353 | $6,272+97.0% | $5,540+123.0% | $6,507+89.8% |
| Admin fee / account holder | $7,085 | $16,786-57.8% | $14,329-50.6% | $12,624-43.9% |