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 | $55,169 | $89,753-38.5% | $107,525-48.7% | $84,808-34.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 26.68% | 29.48%-2.8pp | 181.32%-154.6pp | 40.90%-14.2pp |
| Employer contribution / active EE | $3,333 | $3,113+7.0% | $3,754-11.2% | $2,631+26.7% |
| Participant deferral / active EE | $13,088 | $4,056+222.7% | $5,116+155.8% | $4,212+210.8% |
| Admin fee / account holder | $524 | $7,222-92.7% | $8,919-94.1% | $7,344-92.9% |