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 | $53,195 | $117,983-54.9% | $101,794-47.7% | $142,382-62.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.44% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $6,716 | $2,773+142.2% | $2,289+193.4% | $4,299+56.2% |
| Participant deferral / active EE | $9,961 | $4,714+111.3% | $4,084+143.9% | $6,507+53.1% |
| Admin fee / account holder | $2,059 | $10,433-80.3% | $8,777-76.5% | $12,624-83.7% |