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 | $66,811 | $214,378-68.8% | $200,582-66.7% | $142,382-53.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.17% | 46.41%-25.2pp | 42.33%-21.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $10,348 | $6,841+51.3% | $6,419+61.2% | $4,299+140.7% |
| Participant deferral / active EE | $13,000 | $9,865+31.8% | $9,331+39.3% | $6,507+99.8% |
| Admin fee / account holder | $319 | $17,692-98.2% | $16,305-98.0% | $12,624-97.5% |