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 8-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 | $62,332 | $177,572-64.9% | $154,803-59.7% | $142,382-56.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.14% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,544 | $4,810-26.3% | $4,305-17.7% | $4,299-17.6% |
| Participant deferral / active EE | $6,345 | $6,272+1.2% | $5,540+14.5% | $6,507-2.5% |
| Admin fee / account holder | $2,425 | $16,786-85.6% | $14,329-83.1% | $12,624-80.8% |