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 4-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 | $65,977 | $111,754-41.0% | $103,333-36.2% | $145,922-54.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.70% | 24.77%-4.1pp | 24.88%-4.2pp | 561.29%-540.6pp |
| Employer contribution / active EE | $3,217 | $4,212-23.6% | $3,868-16.8% | $4,660-31.0% |
| Participant deferral / active EE | $12,167 | $5,619+116.5% | $5,057+140.6% | $6,688+81.9% |
| Admin fee / account holder | $726 | $9,750-92.6% | $8,355-91.3% | $13,397-94.6% |