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 | $52,471 | $159,602-67.1% | $150,045-65.0% | $142,382-63.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.32% | 70.24%-43.9pp | 62.55%-36.2pp | 217.08%-190.8pp |
| Employer contribution / active EE | $24,080 | $4,961+385.4% | $4,693+413.1% | $4,299+460.1% |
| Participant deferral / active EE | $30,500 | $8,310+267.0% | $7,997+281.4% | $6,507+368.7% |
| Admin fee / account holder | $569 | $14,846-96.2% | $13,435-95.8% | $12,624-95.5% |