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 | $55,292 | $127,777-56.7% | $106,548-48.1% | $167,490-67.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.06% | 33.87%-21.8pp | 26.80%-14.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,367 | $3,427-1.7% | $2,819+19.5% | $4,837-30.4% |
| Participant deferral / active EE | $3,509 | $5,087-31.0% | $4,398-20.2% | $6,341-44.7% |
| Admin fee / account holder | $717 | $11,228-93.6% | $7,407-90.3% | $12,309-94.2% |