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 6-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 | $57,626 | $185,822-69.0% | $169,993-66.1% | $139,434-58.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.08% | 60.50%-40.4pp | 53.37%-33.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $4,406 | $7,590-42.0% | $6,785-35.1% | $4,751-7.3% |
| Participant deferral / active EE | $13,415 | $11,622+15.4% | $10,408+28.9% | $6,710+99.9% |
| Admin fee / account holder | $9,650 | $15,381-37.3% | $12,815-24.7% | $11,403-15.4% |