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 10-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 | $54,718 | $159,602-65.7% | $150,045-63.5% | $142,382-61.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.23% | 70.24%-57.0pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $6,234 | $4,961+25.7% | $4,693+32.8% | $4,299+45.0% |
| Participant deferral / active EE | $8,781 | $8,310+5.7% | $7,997+9.8% | $6,507+34.9% |
| Admin fee / account holder | $107,362 | $14,846+623.2% | $13,435+699.1% | $12,624+750.5% |