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 9-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 | $53,541 | $217,402-75.4% | $185,823-71.2% | $167,490-68.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.04% | 148.36%-135.3pp | 122.05%-109.0pp | 478.56%-465.5pp |
| Employer contribution / active EE | $5,601 | $5,873-4.6% | $5,167+8.4% | $4,837+15.8% |
| Participant deferral / active EE | $13,771 | $6,356+116.6% | $5,568+147.3% | $6,341+117.2% |
| Admin fee / account holder | $3,440 | $19,811-82.6% | $16,237-78.8% | $12,309-72.1% |