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 | $65,530 | $159,602-58.9% | $150,045-56.3% | $142,382-54.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.72% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $48,036 | $4,961+868.4% | $4,693+923.5% | $4,299+1017.3% |
| Participant deferral / active EE | $15,875 | $8,310+91.0% | $7,997+98.5% | $6,507+144.0% |
| Admin fee / account holder | $116,243 | $14,846+683.0% | $13,435+765.2% | $12,624+820.8% |