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 | $59,039 | $177,572-66.8% | $154,803-61.9% | $142,382-58.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.44% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,080 | $4,810-36.0% | $4,305-28.5% | $4,299-28.4% |
| Participant deferral / active EE | $8,828 | $6,272+40.8% | $5,540+59.3% | $6,507+35.7% |
| Admin fee / account holder | $461 | $16,786-97.3% | $14,329-96.8% | $12,624-96.3% |