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 | $54,880 | $177,572-69.1% | $154,803-64.5% | $142,382-61.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.75% | 65.07%-49.3pp | 58.88%-43.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,817 | $4,810-41.4% | $4,305-34.6% | $4,299-34.5% |
| Participant deferral / active EE | $4,897 | $6,272-21.9% | $5,540-11.6% | $6,507-24.8% |
| Admin fee / account holder | $542 | $16,786-96.8% | $14,329-96.2% | $12,624-95.7% |