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 | $59,222 | $159,602-62.9% | $150,045-60.5% | $142,382-58.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.28% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $5,167 | $4,961+4.2% | $4,693+10.1% | $4,299+20.2% |
| Participant deferral / active EE | $9,909 | $8,310+19.2% | $7,997+23.9% | $6,507+52.3% |
| Admin fee / account holder | $3,574 | $14,846-75.9% | $13,435-73.4% | $12,624-71.7% |