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 | $57,752 | $159,602-63.8% | $150,045-61.5% | $142,382-59.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.67% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $9,331 | $4,961+88.1% | $4,693+98.8% | $4,299+117.0% |
| Participant deferral / active EE | $14,585 | $8,310+75.5% | $7,997+82.4% | $6,507+124.1% |
| Admin fee / account holder | $113,455 | $14,846+664.2% | $13,435+744.5% | $12,624+798.7% |