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 | $83,221 | $159,602-47.9% | $150,045-44.5% | $142,382-41.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 31.04% | 70.24%-39.2pp | 62.55%-31.5pp | 217.08%-186.0pp |
| Employer contribution / active EE | $3,375 | $4,961-32.0% | $4,693-28.1% | $4,299-21.5% |
| Participant deferral / active EE | $27,702 | $8,310+233.4% | $7,997+246.4% | $6,507+325.7% |
| Admin fee / account holder | $2,513 | $14,846-83.1% | $13,435-81.3% | $12,624-80.1% |