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 | $55,847 | $149,734-62.7% | $118,925-53.0% | $158,922-64.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 37.06% | 19.95%+17.1pp | 35.88%+1.2pp | 302.83%-265.8pp |
| Employer contribution / active EE | $2,254 | $4,115-45.2% | $3,263-30.9% | $4,761-52.7% |
| Participant deferral / active EE | $21,497 | $5,223+311.6% | $4,265+404.0% | $5,982+259.3% |
| Admin fee / account holder | $2,005 | $8,603-76.7% | $6,581-69.5% | $11,246-82.2% |