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 | $60,504 | $159,602-62.1% | $150,045-59.7% | $142,382-57.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.85% | 70.24%-49.4pp | 62.55%-41.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $11,950 | $4,961+140.9% | $4,693+154.6% | $4,299+178.0% |
| Participant deferral / active EE | $46,888 | $8,310+464.2% | $7,997+486.3% | $6,507+620.6% |
| Admin fee / account holder | $1,724 | $14,846-88.4% | $13,435-87.2% | $12,624-86.3% |