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 5-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 | $54,642 | $183,519-70.2% | $155,509-64.9% | $145,922-62.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 64.28% | 61.17%+3.1pp | 64.67%-0.4pp | 561.29%-497.0pp |
| Employer contribution / active EE | $7,379 | $5,313+38.9% | $4,672+57.9% | $4,660+58.4% |
| Participant deferral / active EE | $5,775 | $6,462-10.6% | $5,626+2.6% | $6,688-13.6% |
| Admin fee / account holder | $656 | $19,313-96.6% | $15,912-95.9% | $13,397-95.1% |