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 | $61,673 | $148,534-58.5% | $135,903-54.6% | $139,434-55.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.14% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,610 | $5,243-31.1% | $4,856-25.7% | $4,751-24.0% |
| Participant deferral / active EE | $6,049 | $8,100-25.3% | $7,758-22.0% | $6,710-9.9% |
| Admin fee / account holder | $827 | $12,400-93.3% | $10,762-92.3% | $11,403-92.7% |