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 7-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 | $56,976 | $93,571-39.1% | $135,903-58.1% | $75,163-24.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 34.53% | 30.90%+3.6pp | 68.23%-33.7pp | 160.62%-126.1pp |
| Employer contribution / active EE | $4,577 | $3,537+29.4% | $4,856-5.7% | $2,670+71.4% |
| Participant deferral / active EE | $6,402 | $6,4040% | $7,758-17.5% | $4,125+55.2% |
| Admin fee / account holder | $1,284 | $6,975-81.6% | $10,762-88.1% | $5,651-77.3% |