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 | $60,666 | $159,602-62.0% | $150,045-59.6% | $142,382-57.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.88% | 70.24%-42.4pp | 62.55%-34.7pp | 217.08%-189.2pp |
| Employer contribution / active EE | $6,225 | $4,961+25.5% | $4,693+32.6% | $4,299+44.8% |
| Participant deferral / active EE | $24,681 | $8,310+197.0% | $7,997+208.6% | $6,507+279.3% |
| Admin fee / account holder | $4,806 | $14,846-67.6% | $13,435-64.2% | $12,624-61.9% |