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 5-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 | $55,619 | $159,602-65.2% | $150,045-62.9% | $142,382-60.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.36% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $5,370 | $4,961+8.3% | $4,693+14.4% | $4,299+24.9% |
| Participant deferral / active EE | $12,295 | $8,310+47.9% | $7,997+53.7% | $6,507+88.9% |
| Admin fee / account holder | $897 | $14,846-94.0% | $13,435-93.3% | $12,624-92.9% |