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 9-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 | $53,335 | $148,534-64.1% | $135,903-60.8% | $139,434-61.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.82% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.1pp |
| Employer contribution / active EE | $6,933 | $5,243+32.2% | $4,856+42.8% | $4,751+45.9% |
| Participant deferral / active EE | $13,431 | $8,100+65.8% | $7,758+73.1% | $6,710+100.2% |
| Admin fee / account holder | $1,515 | $12,400-87.8% | $10,762-85.9% | $11,403-86.7% |