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 | $50,606 | $148,534-65.9% | $135,903-62.8% | $139,434-63.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.02% | 79.19%-61.2pp | 68.23%-50.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,776 | $5,243-47.1% | $4,856-42.8% | $4,751-41.6% |
| Participant deferral / active EE | $4,688 | $8,100-42.1% | $7,758-39.6% | $6,710-30.1% |
| Admin fee / account holder | $2,999 | $12,400-75.8% | $10,762-72.1% | $11,403-73.7% |