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 | $55,658 | $159,602-65.1% | $150,045-62.9% | $142,382-60.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.86% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,664 | $4,961-46.3% | $4,693-43.2% | $4,299-38.0% |
| Participant deferral / active EE | $14,848 | $8,310+78.7% | $7,997+85.7% | $6,507+128.2% |
| Admin fee / account holder | $5,915 | $14,846-60.2% | $13,435-56.0% | $12,624-53.1% |