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 | $63,907 | $177,572-64.0% | $154,803-58.7% | $142,382-55.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 39.27% | 65.07%-25.8pp | 58.88%-19.6pp | 217.08%-177.8pp |
| Employer contribution / active EE | $5,941 | $4,810+23.5% | $4,305+38.0% | $4,299+38.2% |
| Participant deferral / active EE | $3,984 | $6,272-36.5% | $5,540-28.1% | $6,507-38.8% |
| Admin fee / account holder | $1,868 | $16,786-88.9% | $14,329-87.0% | $12,624-85.2% |