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 | $63,224 | $111,754-43.4% | $103,333-38.8% | $145,922-56.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.22% | 24.77%-9.6pp | 24.88%-9.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,330 | $4,212+2.8% | $3,868+11.9% | $4,660-7.1% |
| Participant deferral / active EE | $16,228 | $5,619+188.8% | $5,057+220.9% | $6,688+142.7% |
| Admin fee / account holder | $692 | $9,750-92.9% | $8,355-91.7% | $13,397-94.8% |