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 | $52,583 | $127,065-58.6% | $113,168-53.5% | $142,382-63.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.15% | 24.03%-3.9pp | 24.27%-4.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,177 | $3,442-36.8% | $2,975-26.8% | $4,299-49.4% |
| Participant deferral / active EE | $4,906 | $5,716-14.2% | $5,107-3.9% | $6,507-24.6% |
| Admin fee / account holder | $445 | $15,736-97.2% | $12,068-96.3% | $12,624-96.5% |