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 | $64,883 | $159,602-59.3% | $150,045-56.8% | $142,382-54.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.59% | 70.24%-48.6pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $5,606 | $4,961+13.0% | $4,693+19.4% | $4,299+30.4% |
| Participant deferral / active EE | $11,787 | $8,310+41.8% | $7,997+47.4% | $6,507+81.1% |
| Admin fee / account holder | $592 | $14,846-96.0% | $13,435-95.6% | $12,624-95.3% |