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 8-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 | $61,102 | $159,602-61.7% | $150,045-59.3% | $142,382-57.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.94% | 70.24%-55.3pp | 62.55%-47.6pp | 217.08%-202.1pp |
| Employer contribution / active EE | $5,095 | $4,961+2.7% | $4,693+8.6% | $4,299+18.5% |
| Participant deferral / active EE | $6,336 | $8,310-23.8% | $7,997-20.8% | $6,507-2.6% |
| Admin fee / account holder | $8,288 | $14,846-44.2% | $13,435-38.3% | $12,624-34.3% |