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 7-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 | $52,766 | $165,335-68.1% | $149,696-64.8% | $158,922-66.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.33% | 348.15%-328.8pp | 276.60%-257.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $5,548 | $5,103+8.7% | $4,644+19.5% | $4,761+16.5% |
| Participant deferral / active EE | $9,480 | $7,181+32.0% | $6,842+38.6% | $5,982+58.5% |
| Admin fee / account holder | $334 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |