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 | $61,349 | $159,602-61.6% | $150,045-59.1% | $142,382-56.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.04% | 70.24%-56.2pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $7,028 | $4,961+41.7% | $4,693+49.8% | $4,299+63.5% |
| Participant deferral / active EE | $6,550 | $8,310-21.2% | $7,997-18.1% | $6,507+0.7% |
| Admin fee / account holder | $774 | $14,846-94.8% | $13,435-94.2% | $12,624-93.9% |