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 | $44,546 | $159,602-72.1% | $150,045-70.3% | $142,382-68.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.50% | 70.24%-42.7pp | 62.55%-35.0pp | 217.08%-189.6pp |
| Employer contribution / active EE | $6,533 | $4,961+31.7% | $4,693+39.2% | $4,299+52.0% |
| Participant deferral / active EE | $13,179 | $8,310+58.6% | $7,997+64.8% | $6,507+102.5% |
| Admin fee / account holder | $6,898 | $14,846-53.5% | $13,435-48.7% | $12,624-45.4% |