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 | $58,023 | $88,890-34.7% | $102,423-43.3% | $77,643-25.3% |
| Participation rate | 99.1% | 80.9%+18.2pp | 76.5%+22.6pp | 70.6%+28.5pp |
| Annual return | 216.43% | 24.98%+191.4pp | 29.32%+187.1pp | 31.24%+185.2pp |
| Employer contribution / active EE | $3,452 | $2,698+28.0% | $3,023+14.2% | $2,726+26.6% |
| Participant deferral / active EE | $4,625 | $5,145-10.1% | $5,053-8.5% | $4,647-0.5% |
| Admin fee / account holder | $8,162 | $235+3366.7% | $9,451-13.6% | $430+1796.3% |