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 | $53,667 | $209,411-74.4% | $178,490-69.9% | $158,922-66.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.93% | 188.75%-173.8pp | 151.07%-136.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,716 | $5,706-34.9% | $5,011-25.8% | $4,761-22.0% |
| Participant deferral / active EE | $10,073 | $5,954+69.2% | $5,202+93.6% | $5,982+68.4% |
| Admin fee / account holder | $1,286 | $17,074-92.5% | $13,984-90.8% | $11,246-88.6% |