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 | $67,561 | $154,117-56.2% | $129,995-48.0% | $139,434-51.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.51% | 32.48%-18.0pp | -137.18%+151.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $12,271 | $5,289+132.0% | $4,320+184.1% | $4,751+158.3% |
| Participant deferral / active EE | $12,561 | $6,710+87.2% | $5,820+115.8% | $6,710+87.2% |
| Admin fee / account holder | $936 | $14,007-93.3% | $10,614-91.2% | $11,403-91.8% |