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 | $45,138 | $159,901-71.8% | $146,958-69.3% | $145,922-69.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.95% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $6,664 | $5,286+26.1% | $4,933+35.1% | $4,660+43.0% |
| Participant deferral / active EE | $11,548 | $8,428+37.0% | $8,070+43.1% | $6,688+72.7% |
| Admin fee / account holder | $2,755 | $15,044-81.7% | $12,998-78.8% | $13,397-79.4% |