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 3-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 | $53,347 | $111,754-52.3% | $103,333-48.4% | $145,922-63.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.83% | 24.77%+3.1pp | 24.88%+2.9pp | 561.29%-533.5pp |
| Employer contribution / active EE | $3,094 | $4,212-26.6% | $3,868-20.0% | $4,660-33.6% |
| Participant deferral / active EE | $5,591 | $5,619-0.5% | $5,057+10.5% | $6,688-16.4% |
| Admin fee / account holder | $3,910 | $9,750-59.9% | $8,355-53.2% | $13,397-70.8% |