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 | $62,031 | $159,602-61.1% | $150,045-58.7% | $142,382-56.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.88% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $7,484 | $4,961+50.9% | $4,693+59.5% | $4,299+74.1% |
| Participant deferral / active EE | $9,831 | $8,310+18.3% | $7,997+22.9% | $6,507+51.1% |
| Admin fee / account holder | $6,969 | $14,846-53.1% | $13,435-48.1% | $12,624-44.8% |