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 | $78,155 | $201,272-61.2% | $184,203-57.6% | $145,922-46.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 43.28% | 29.00%+14.3pp | 28.81%+14.5pp | 561.29%-518.0pp |
| Employer contribution / active EE | $6,955 | $7,022-0.9% | $6,427+8.2% | $4,660+49.3% |
| Participant deferral / active EE | $14,088 | $9,806+43.7% | $9,131+54.3% | $6,688+110.6% |
| Admin fee / account holder | $7,295 | $16,364-55.4% | $13,901-47.5% | $13,397-45.5% |