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 6-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 | $66,833 | $177,572-62.4% | $154,803-56.8% | $142,382-53.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.39% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $7,553 | $4,810+57.0% | $4,305+75.4% | $4,299+75.7% |
| Participant deferral / active EE | $9,377 | $6,272+49.5% | $5,540+69.2% | $6,507+44.1% |
| Admin fee / account holder | $3,573 | $16,786-78.7% | $14,329-75.1% | $12,624-71.7% |