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 | $66,866 | $159,602-58.1% | $150,045-55.4% | $142,382-53.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 62.75% | 70.24%-7.5pp | 62.55%+0.2pp | 217.08%-154.3pp |
| Employer contribution / active EE | $7,093 | $4,961+43.0% | $4,693+51.1% | $4,299+65.0% |
| Participant deferral / active EE | $9,835 | $8,310+18.3% | $7,997+23.0% | $6,507+51.1% |
| Admin fee / account holder | $3,549 | $14,846-76.1% | $13,435-73.6% | $12,624-71.9% |