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 | $55,230 | $177,572-68.9% | $154,803-64.3% | $142,382-61.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.91% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,997 | $4,810-37.7% | $4,305-30.4% | $4,299-30.3% |
| Participant deferral / active EE | $7,922 | $6,272+26.3% | $5,540+43.0% | $6,507+21.7% |
| Admin fee / account holder | $333 | $16,786-98.0% | $14,329-97.7% | $12,624-97.4% |