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 | $56,654 | $114,381-50.5% | $107,525-47.3% | $142,382-60.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.62% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,264 | $4,015-43.6% | $3,754-39.7% | $4,299-47.3% |
| Participant deferral / active EE | $13,952 | $5,564+150.8% | $5,116+172.7% | $6,507+114.4% |
| Admin fee / account holder | $788 | $9,860-92.0% | $8,919-91.2% | $12,624-93.8% |