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 | $49,716 | $177,572-72.0% | $154,803-67.9% | $142,382-65.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 32.38% | 65.07%-32.7pp | 58.88%-26.5pp | 217.08%-184.7pp |
| Employer contribution / active EE | $3,724 | $4,810-22.6% | $4,305-13.5% | $4,299-13.4% |
| Participant deferral / active EE | $23,373 | $6,272+272.7% | $5,540+321.8% | $6,507+259.2% |
| Admin fee / account holder | $425 | $16,786-97.5% | $14,329-97.0% | $12,624-96.6% |