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 | $60,247 | $117,983-48.9% | $101,794-40.8% | $142,382-57.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.71% | 36.92%-16.2pp | 30.53%-9.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,955 | $2,773+42.7% | $2,289+72.8% | $4,299-8.0% |
| Participant deferral / active EE | $14,236 | $4,714+202.0% | $4,084+248.6% | $6,507+118.8% |
| Admin fee / account holder | $1,911 | $10,433-81.7% | $8,777-78.2% | $12,624-84.9% |