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 | $58,771 | $183,519-68.0% | $155,509-62.2% | $145,922-59.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.55% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,050 | $5,313-61.4% | $4,672-56.1% | $4,660-56.0% |
| Participant deferral / active EE | $5,566 | $6,462-13.9% | $5,626-1.1% | $6,688-16.8% |
| Admin fee / account holder | $331 | $19,313-98.3% | $15,912-97.9% | $13,397-97.5% |