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 | $65,985 | $159,602-58.7% | $150,045-56.0% | $142,382-53.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.95% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,990 | $4,961+0.6% | $4,693+6.3% | $4,299+16.1% |
| Participant deferral / active EE | $14,349 | $8,310+72.7% | $7,997+79.4% | $6,507+120.5% |
| Admin fee / account holder | $792 | $14,846-94.7% | $13,435-94.1% | $12,624-93.7% |