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 7-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 | $58,372 | $148,534-60.7% | $135,903-57.0% | $139,434-58.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.94% | 79.19%-55.3pp | 68.23%-44.3pp | 372.94%-349.0pp |
| Employer contribution / active EE | $6,507 | $5,243+24.1% | $4,856+34.0% | $4,751+37.0% |
| Participant deferral / active EE | $10,282 | $8,100+26.9% | $7,758+32.5% | $6,710+53.2% |
| Admin fee / account holder | $5,476 | $12,400-55.8% | $10,762-49.1% | $11,403-52.0% |