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 | $54,666 | $177,572-69.2% | $154,803-64.7% | $142,382-61.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.66% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $6,032 | $4,810+25.4% | $4,305+40.1% | $4,299+40.3% |
| Participant deferral / active EE | $5,310 | $6,272-15.3% | $5,540-4.2% | $6,507-18.4% |
| Admin fee / account holder | $3,221 | $16,786-80.8% | $14,329-77.5% | $12,624-74.5% |