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 5-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 | $75,590 | $95,561-20.9% | $77,163-2.0% | $139,434-45.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.11% | 54.92%-37.8pp | 37.87%-20.8pp | 372.94%-355.8pp |
| Employer contribution / active EE | $7,057 | $3,147+124.2% | $2,535+178.4% | $4,751+48.6% |
| Participant deferral / active EE | $6,210 | $4,624+34.3% | $3,833+62.0% | $6,710-7.5% |
| Admin fee / account holder | $3,763 | $8,295-54.6% | $5,472-31.2% | $11,403-67.0% |