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 | $64,638 | $107,452-39.8% | $91,541-29.4% | $142,382-54.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 28.15% | 22.06%+6.1pp | 20.50%+7.7pp | 217.08%-188.9pp |
| Employer contribution / active EE | $2,313 | $2,994-22.8% | $2,505-7.6% | $4,299-46.2% |
| Participant deferral / active EE | $12,401 | $4,754+160.8% | $4,008+209.4% | $6,507+90.6% |
| Admin fee / account holder | $450 | $8,834-94.9% | $6,956-93.5% | $12,624-96.4% |