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 4-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 | $58,578 | $201,272-70.9% | $184,203-68.2% | $145,922-59.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.71% | 29.00%-1.3pp | 28.81%-1.1pp | 561.29%-533.6pp |
| Employer contribution / active EE | $5,825 | $7,022-17.0% | $6,427-9.4% | $4,660+25.0% |
| Participant deferral / active EE | $19,497 | $9,806+98.8% | $9,131+113.5% | $6,688+191.5% |
| Admin fee / account holder | $395 | $16,364-97.6% | $13,901-97.2% | $13,397-97.1% |