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 10-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 | $53,633 | $159,602-66.4% | $150,045-64.3% | $142,382-62.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.92% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,395 | $4,961-11.4% | $4,693-6.4% | $4,299+2.2% |
| Participant deferral / active EE | $5,208 | $8,310-37.3% | $7,997-34.9% | $6,507-20.0% |
| Admin fee / account holder | $687 | $14,846-95.4% | $13,435-94.9% | $12,624-94.6% |