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 | $54,428 | $114,381-52.4% | $107,525-49.4% | $142,382-61.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.52% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,835 | $4,015-4.5% | $3,754+2.2% | $4,299-10.8% |
| Participant deferral / active EE | $9,763 | $5,564+75.5% | $5,116+90.9% | $6,507+50.0% |
| Admin fee / account holder | $8,887 | $9,860-9.9% | $8,919-0.4% | $12,624-29.6% |