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 9-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 | $63,996 | $159,602-59.9% | $150,045-57.3% | $142,382-55.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.60% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,869 | $4,961-22.0% | $4,693-17.6% | $4,299-10.0% |
| Participant deferral / active EE | $9,312 | $8,310+12.1% | $7,997+16.4% | $6,507+43.1% |
| Admin fee / account holder | $823 | $14,846-94.5% | $13,435-93.9% | $12,624-93.5% |