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 | $56,954 | $185,822-69.4% | $169,993-66.5% | $139,434-59.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.18% | 60.50%-44.3pp | 53.37%-37.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,639 | $7,590-78.4% | $6,785-75.8% | $4,751-65.5% |
| Participant deferral / active EE | $5,126 | $11,622-55.9% | $10,408-50.7% | $6,710-23.6% |
| Admin fee / account holder | $884 | $15,381-94.3% | $12,815-93.1% | $11,403-92.2% |