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 9-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 | $54,859 | $202,432-72.9% | $169,368-67.6% | $139,434-60.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.01% | 531.74%-514.7pp | 405.60%-388.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $4,209 | $4,692-10.3% | $4,013+4.9% | $4,751-11.4% |
| Participant deferral / active EE | $11,726 | $6,938+69.0% | $6,221+88.5% | $6,710+74.7% |
| Admin fee / account holder | $1,659 | $10,708-84.5% | $9,003-81.6% | $11,403-85.5% |