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 | $52,021 | $148,534-65.0% | $135,903-61.7% | $139,434-62.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.96% | 79.19%-58.2pp | 68.23%-47.3pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,906 | $5,243-63.6% | $4,856-60.7% | $4,751-59.9% |
| Participant deferral / active EE | $9,055 | $8,100+11.8% | $7,758+16.7% | $6,710+34.9% |
| Admin fee / account holder | $2,475 | $12,400-80.0% | $10,762-77.0% | $11,403-78.3% |