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 6-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 | $55,084 | $159,602-65.5% | $150,045-63.3% | $142,382-61.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 111.12% | 70.24%+40.9pp | 62.55%+48.6pp | 217.08%-106.0pp |
| Employer contribution / active EE | $2,665 | $4,961-46.3% | $4,693-43.2% | $4,299-38.0% |
| Participant deferral / active EE | $10,003 | $8,310+20.4% | $7,997+25.1% | $6,507+53.7% |
| Admin fee / account holder | $35,114 | $14,846+136.5% | $13,435+161.4% | $12,624+178.2% |