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 5-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 | $58,459 | $114,381-48.9% | $107,525-45.6% | $142,382-58.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.34% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $5,541 | $4,015+38.0% | $3,754+47.6% | $4,299+28.9% |
| Participant deferral / active EE | $8,406 | $5,564+51.1% | $5,116+64.3% | $6,507+29.2% |
| Admin fee / account holder | $327 | $9,860-96.7% | $8,919-96.3% | $12,624-97.4% |