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 | $58,842 | $177,572-66.9% | $154,803-62.0% | $142,382-58.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.41% | 65.07%-43.7pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $7,055 | $4,810+46.7% | $4,305+63.9% | $4,299+64.1% |
| Participant deferral / active EE | $6,294 | $6,272+0.4% | $5,540+13.6% | $6,507-3.3% |
| Admin fee / account holder | $352 | $16,786-97.9% | $14,329-97.5% | $12,624-97.2% |