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 4-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 | $56,860 | $106,584-46.7% | $101,326-43.9% | $142,382-60.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.27% | 36.93%-21.7pp | 36.82%-21.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $7,192 | $3,956+81.8% | $3,665+96.2% | $4,299+67.3% |
| Participant deferral / active EE | $13,013 | $8,297+56.8% | $7,994+62.8% | $6,507+100.0% |
| Admin fee / account holder | $24,974 | $11,446+118.2% | $11,185+123.3% | $12,624+97.8% |