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 7-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 | $56,335 | $179,726-68.7% | $156,263-63.9% | $142,382-60.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.01% | 77.86%-65.8pp | 59.47%-47.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $14,465 | $5,069+185.4% | $4,333+233.8% | $4,299+236.5% |
| Participant deferral / active EE | $17,015 | $6,956+144.6% | $6,158+176.3% | $6,507+161.5% |
| Admin fee / account holder | $24,932 | $17,272+44.3% | $14,255+74.9% | $12,624+97.5% |