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 | $72,914 | $159,602-54.3% | $150,045-51.4% | $142,382-48.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.03% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $5,256 | $4,961+6.0% | $4,693+12.0% | $4,299+22.3% |
| Participant deferral / active EE | $10,782 | $8,310+29.7% | $7,997+34.8% | $6,507+65.7% |
| Admin fee / account holder | $1,838 | $14,846-87.6% | $13,435-86.3% | $12,624-85.4% |