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 4-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 | $65,312 | $177,572-63.2% | $154,803-57.8% | $142,382-54.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.16% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $4,850 | $4,810+0.8% | $4,305+12.6% | $4,299+12.8% |
| Participant deferral / active EE | $5,779 | $6,272-7.9% | $5,540+4.3% | $6,507-11.2% |
| Admin fee / account holder | $11,903 | $16,786-29.1% | $14,329-16.9% | $12,624-5.7% |