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 | $60,699 | $177,572-65.8% | $154,803-60.8% | $142,382-57.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.29% | 65.07%-41.8pp | 58.88%-35.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $4,383 | $4,810-8.9% | $4,305+1.8% | $4,299+1.9% |
| Participant deferral / active EE | $10,868 | $6,272+73.3% | $5,540+96.2% | $6,507+67.0% |
| Admin fee / account holder | $1,027 | $16,786-93.9% | $14,329-92.8% | $12,624-91.9% |