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 3-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 | $58,304 | $114,381-49.0% | $107,525-45.8% | $142,382-59.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.26% | 242.71%-221.4pp | 181.32%-160.1pp | 217.08%-195.8pp |
| Employer contribution / active EE | $7,559 | $4,015+88.3% | $3,754+101.4% | $4,299+75.8% |
| Participant deferral / active EE | $10,077 | $5,564+81.1% | $5,116+97.0% | $6,507+54.9% |
| Admin fee / account holder | $435 | $9,860-95.6% | $8,919-95.1% | $12,624-96.6% |