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 | $63,756 | $175,202-63.6% | $149,673-57.4% | $139,434-54.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.87% | 166.71%-130.8pp | 134.42%-98.5pp | 372.94%-337.1pp |
| Employer contribution / active EE | $1,959 | $5,474-64.2% | $4,818-59.3% | $4,751-58.8% |
| Participant deferral / active EE | $6,344 | $6,519-2.7% | $5,680+11.7% | $6,710-5.5% |
| Admin fee / account holder | $1,117 | $16,150-93.1% | $13,210-91.5% | $11,403-90.2% |