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 5-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 | $61,630 | $201,272-69.4% | $184,203-66.5% | $145,922-57.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.37% | 29.00%-6.6pp | 28.81%-6.4pp | 561.29%-538.9pp |
| Employer contribution / active EE | $3,451 | $7,022-50.9% | $6,427-46.3% | $4,660-25.9% |
| Participant deferral / active EE | $11,886 | $9,806+21.2% | $9,131+30.2% | $6,688+77.7% |
| Admin fee / account holder | $2,765 | $16,364-83.1% | $13,901-80.1% | $13,397-79.4% |