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 | $59,342 | $93,571-36.6% | $135,903-56.3% | $75,163-21.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.82% | 30.90%-4.1pp | 68.23%-41.4pp | 160.62%-133.8pp |
| Employer contribution / active EE | $4,003 | $3,537+13.2% | $4,856-17.6% | $2,670+49.9% |
| Participant deferral / active EE | $6,467 | $6,404+1.0% | $7,758-16.6% | $4,125+56.8% |
| Admin fee / account holder | $6,588 | $6,975-5.6% | $10,762-38.8% | $5,651+16.6% |