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 8-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 | $67,041 | $176,056-61.9% | $159,436-58.0% | $167,490-60.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.69% | 331.75%-315.1pp | 263.57%-246.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $5,733 | $5,297+8.2% | $4,829+18.7% | $4,837+18.5% |
| Participant deferral / active EE | $13,848 | $7,750+78.7% | $7,352+88.4% | $6,341+118.4% |
| Admin fee / account holder | $8,123 | $12,554-35.3% | $10,799-24.8% | $12,309-34.0% |