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 | $79,983 | $159,602-49.9% | $150,045-46.7% | $142,382-43.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 39.82% | 70.24%-30.4pp | 62.55%-22.7pp | 217.08%-177.3pp |
| Employer contribution / active EE | $9,922 | $4,961+100.0% | $4,693+111.4% | $4,299+130.8% |
| Participant deferral / active EE | $18,017 | $8,310+116.8% | $7,997+125.3% | $6,507+176.9% |
| Admin fee / account holder | $3,840 | $14,846-74.1% | $13,435-71.4% | $12,624-69.6% |