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 5-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 | $59,238 | $74,888-20.9% | $71,209-16.8% | $142,382-58.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.18% | 345.14%-328.0pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $9,284 | $2,854+225.3% | $2,721+241.2% | $4,299+116.0% |
| Participant deferral / active EE | $36,151 | $4,454+711.6% | $4,175+765.8% | $6,507+455.5% |
| Admin fee / account holder | $66,985 | $5,568+1103.0% | $5,349+1152.3% | $12,624+430.6% |