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 | $52,355 | $179,726-70.9% | $156,263-66.5% | $142,382-63.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.21% | 77.86%-66.7pp | 59.47%-48.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,325 | $5,069-54.1% | $4,333-46.3% | $4,299-45.9% |
| Participant deferral / active EE | $5,387 | $6,956-22.6% | $6,158-12.5% | $6,507-17.2% |
| Admin fee / account holder | $2,789 | $17,272-83.9% | $14,255-80.4% | $12,624-77.9% |