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 6-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 | $70,103 | $177,572-60.5% | $154,803-54.7% | $142,382-50.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.65% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $5,165 | $4,810+7.4% | $4,305+20.0% | $4,299+20.1% |
| Participant deferral / active EE | $5,522 | $6,272-11.9% | $5,540-0.3% | $6,507-15.1% |
| Admin fee / account holder | $26,380 | $16,786+57.2% | $14,329+84.1% | $12,624+109.0% |