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 | $78,662 | $100,773-21.9% | $88,946-11.6% | $142,382-44.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.96% | 70.18%-56.2pp | 57.82%-43.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,863 | $2,918-1.9% | $2,555+12.0% | $4,299-33.4% |
| Participant deferral / active EE | $5,298 | $5,230+1.3% | $4,581+15.6% | $6,507-18.6% |
| Admin fee / account holder | $947 | $9,693-90.2% | $8,261-88.5% | $12,624-92.5% |