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 8-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 | $58,648 | $148,534-60.5% | $135,903-56.8% | $139,434-57.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.19% | 79.19%-59.0pp | 68.23%-48.0pp | 372.94%-352.8pp |
| Employer contribution / active EE | $3,102 | $5,243-40.8% | $4,856-36.1% | $4,751-34.7% |
| Participant deferral / active EE | $8,045 | $8,100-0.7% | $7,758+3.7% | $6,710+19.9% |
| Admin fee / account holder | $539 | $12,400-95.6% | $10,762-95.0% | $11,403-95.3% |