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 | $57,925 | $159,602-63.7% | $150,045-61.4% | $142,382-59.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.23% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $5,820 | $4,961+17.3% | $4,693+24.0% | $4,299+35.4% |
| Participant deferral / active EE | $9,896 | $8,310+19.1% | $7,997+23.7% | $6,507+52.1% |
| Admin fee / account holder | $621 | $14,846-95.8% | $13,435-95.4% | $12,624-95.1% |