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 8-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 | $66,685 | $177,572-62.4% | $154,803-56.9% | $142,382-53.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.53% | 65.07%-50.5pp | 58.88%-44.4pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,197 | $4,810-54.3% | $4,305-49.0% | $4,299-48.9% |
| Participant deferral / active EE | $2,012 | $6,272-67.9% | $5,540-63.7% | $6,507-69.1% |
| Admin fee / account holder | $1,467 | $16,786-91.3% | $14,329-89.8% | $12,624-88.4% |