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 3-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 | $62,006 | $179,726-65.5% | $156,263-60.3% | $142,382-56.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 218.03% | 77.86%+140.2pp | 59.47%+158.6pp | 217.08%+1.0pp |
| Employer contribution / active EE | $4,454 | $5,069-12.1% | $4,333+2.8% | $4,299+3.6% |
| Participant deferral / active EE | $9,690 | $6,956+39.3% | $6,158+57.4% | $6,507+48.9% |
| Admin fee / account holder | $950 | $17,272-94.5% | $14,255-93.3% | $12,624-92.5% |