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 | $54,337 | $159,602-66.0% | $150,045-63.8% | $142,382-61.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 93.83% | 70.24%+23.6pp | 62.55%+31.3pp | 217.08%-123.2pp |
| Employer contribution / active EE | $909 | $4,961-81.7% | $4,693-80.6% | $4,299-78.9% |
| Participant deferral / active EE | $2,731 | $8,310-67.1% | $7,997-65.9% | $6,507-58.0% |
| Admin fee / account holder | $9,597 | $14,846-35.4% | $13,435-28.6% | $12,624-24.0% |