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 4-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 | $56,671 | $95,266-40.5% | $82,389-31.2% | $142,382-60.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.87% | 25.74%-4.9pp | 28.67%-7.8pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,852 | $2,991+62.2% | $2,517+92.8% | $4,299+12.9% |
| Participant deferral / active EE | $9,246 | $4,809+92.3% | $4,155+122.5% | $6,507+42.1% |
| Admin fee / account holder | $1,213 | $8,563-85.8% | $7,231-83.2% | $12,624-90.4% |