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 8-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 | $54,364 | $106,584-49.0% | $101,326-46.3% | $142,382-61.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.14% | 36.93%-18.8pp | 36.82%-18.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,476 | $3,956+38.4% | $3,665+49.4% | $4,299+27.4% |
| Participant deferral / active EE | $8,457 | $8,297+1.9% | $7,994+5.8% | $6,507+30.0% |
| Admin fee / account holder | $6,450 | $11,446-43.7% | $11,185-42.3% | $12,624-48.9% |