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 | $54,871 | $177,572-69.1% | $154,803-64.6% | $142,382-61.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.06% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $43,705 | $4,810+808.5% | $4,305+915.1% | $4,299+916.6% |
| Participant deferral / active EE | $19,016 | $6,272+203.2% | $5,540+243.2% | $6,507+192.2% |
| Admin fee / account holder | $2,256 | $16,786-86.6% | $14,329-84.3% | $12,624-82.1% |