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 | $59,686 | $159,602-62.6% | $150,045-60.2% | $142,382-58.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.16% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $16,128 | $4,961+225.1% | $4,693+243.7% | $4,299+275.2% |
| Participant deferral / active EE | $10,570 | $8,310+27.2% | $7,997+32.2% | $6,507+62.4% |
| Admin fee / account holder | $788 | $14,846-94.7% | $13,435-94.1% | $12,624-93.8% |