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 3-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 | $50,121 | $159,602-68.6% | $150,045-66.6% | $142,382-64.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.97% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $6,610 | $4,961+33.3% | $4,693+40.8% | $4,299+53.8% |
| Participant deferral / active EE | $11,455 | $8,310+37.8% | $7,997+43.2% | $6,507+76.0% |
| Admin fee / account holder | $12,807 | $14,846-13.7% | $13,435-4.7% | $12,624+1.5% |