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 8-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 | $54,274 | $209,411-74.1% | $178,490-69.6% | $158,922-65.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.76% | 188.75%-163.0pp | 151.07%-125.3pp | 302.83%-277.1pp |
| Employer contribution / active EE | $8,943 | $5,706+56.7% | $5,011+78.5% | $4,761+87.8% |
| Participant deferral / active EE | $4,876 | $5,954-18.1% | $5,202-6.3% | $5,982-18.5% |
| Admin fee / account holder | $620 | $17,074-96.4% | $13,984-95.6% | $11,246-94.5% |