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 | $69,004 | $165,984-58.4% | $164,813-58.1% | $145,922-52.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.51% | 100.03%-82.5pp | 69.93%-52.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $4,933 | $5,273-6.4% | $4,341+13.6% | $4,660+5.9% |
| Participant deferral / active EE | $18,000 | $6,959+158.7% | $6,031+198.4% | $6,688+169.2% |
| Admin fee / account holder | $560 | $16,648-96.6% | $12,690-95.6% | $13,397-95.8% |