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 | $59,949 | $175,202-65.8% | $149,673-59.9% | $139,434-57.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.35% | 166.71%-151.4pp | 134.42%-119.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,709 | $5,474-32.2% | $4,818-23.0% | $4,751-21.9% |
| Participant deferral / active EE | $5,449 | $6,519-16.4% | $5,680-4.1% | $6,710-18.8% |
| Admin fee / account holder | $3,489 | $16,150-78.4% | $13,210-73.6% | $11,403-69.4% |