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 | $50,219 | $214,378-76.6% | $200,582-75.0% | $142,382-64.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.00% | 46.41%-19.4pp | 42.33%-15.3pp | 217.08%-190.1pp |
| Employer contribution / active EE | $3,803 | $6,841-44.4% | $6,419-40.7% | $4,299-11.5% |
| Participant deferral / active EE | $9,687 | $9,865-1.8% | $9,331+3.8% | $6,507+48.9% |
| Admin fee / account holder | $545 | $17,692-96.9% | $16,305-96.7% | $12,624-95.7% |