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 | $56,642 | $148,534-61.9% | $135,903-58.3% | $139,434-59.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.89% | 79.19%-60.3pp | 68.23%-49.3pp | 372.94%-354.1pp |
| Employer contribution / active EE | $6,795 | $5,243+29.6% | $4,856+39.9% | $4,751+43.0% |
| Participant deferral / active EE | $12,356 | $8,100+52.5% | $7,758+59.3% | $6,710+84.1% |
| Admin fee / account holder | $822 | $12,400-93.4% | $10,762-92.4% | $11,403-92.8% |