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 9-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 | $62,264 | $159,602-61.0% | $150,045-58.5% | $142,382-56.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.36% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,430 | $4,961+9.5% | $4,693+15.7% | $4,299+26.3% |
| Participant deferral / active EE | $10,374 | $8,310+24.8% | $7,997+29.7% | $6,507+59.4% |
| Admin fee / account holder | $12,432 | $14,846-16.3% | $13,435-7.5% | $12,624-1.5% |