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 | $57,811 | $210,648-72.6% | $177,989-67.5% | $145,922-60.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.83% | 385.86%-373.0pp | 294.48%-281.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $5,140 | $4,565+12.6% | $3,949+30.2% | $4,660+10.3% |
| Participant deferral / active EE | $10,419 | $6,958+49.8% | $6,276+66.0% | $6,688+55.8% |
| Admin fee / account holder | $9,183 | $12,013-23.6% | $10,363-11.4% | $13,397-31.5% |