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 | $56,937 | $177,572-67.9% | $154,803-63.2% | $142,382-60.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.90% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $8,744 | $4,810+81.8% | $4,305+103.1% | $4,299+103.4% |
| Participant deferral / active EE | $5,100 | $6,272-18.7% | $5,540-8.0% | $6,507-21.6% |
| Admin fee / account holder | $437 | $16,786-97.4% | $14,329-96.9% | $12,624-96.5% |