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 | $58,837 | $110,257-46.6% | $96,544-39.1% | $139,434-57.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.61% | 26.32%-11.7pp | 25.84%-11.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $3,551 | $3,620-1.9% | $2,965+19.8% | $4,751-25.3% |
| Participant deferral / active EE | $6,031 | $5,548+8.7% | $4,851+24.3% | $6,710-10.1% |
| Admin fee / account holder | $422 | $11,591-96.4% | $8,252-94.9% | $11,403-96.3% |