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 | $58,653 | $114,381-48.7% | $107,525-45.5% | $142,382-58.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.27% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,461 | $4,015-13.8% | $3,754-7.8% | $4,299-19.5% |
| Participant deferral / active EE | $5,522 | $5,564-0.8% | $5,116+7.9% | $6,507-15.1% |
| Admin fee / account holder | $532 | $9,860-94.6% | $8,919-94.0% | $12,624-95.8% |