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 7-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 | $53,428 | $165,984-67.8% | $164,813-67.6% | $145,922-63.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.14% | 100.03%-85.9pp | 69.93%-55.8pp | 561.29%-547.1pp |
| Employer contribution / active EE | $4,090 | $5,273-22.4% | $4,341-5.8% | $4,660-12.2% |
| Participant deferral / active EE | $2,847 | $6,959-59.1% | $6,031-52.8% | $6,688-57.4% |
| Admin fee / account holder | $2,980 | $16,648-82.1% | $12,690-76.5% | $13,397-77.8% |