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 | $66,666 | $177,572-62.5% | $154,803-56.9% | $142,382-53.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 44.34% | 65.07%-20.7pp | 58.88%-14.5pp | 217.08%-172.7pp |
| Employer contribution / active EE | $6,930 | $4,810+44.1% | $4,305+61.0% | $4,299+61.2% |
| Participant deferral / active EE | $5,997 | $6,272-4.4% | $5,540+8.2% | $6,507-7.8% |
| Admin fee / account holder | $2,354 | $16,786-86.0% | $14,329-83.6% | $12,624-81.4% |