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 | $51,651 | $202,432-74.5% | $169,368-69.5% | $139,434-63.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.76% | 531.74%-510.0pp | 405.60%-383.8pp | 372.94%-351.2pp |
| Employer contribution / active EE | $3,552 | $4,692-24.3% | $4,013-11.5% | $4,751-25.2% |
| Participant deferral / active EE | $11,640 | $6,938+67.8% | $6,221+87.1% | $6,710+73.5% |
| Admin fee / account holder | $330 | $10,708-96.9% | $9,003-96.3% | $11,403-97.1% |