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 | $51,346 | $177,572-71.1% | $154,803-66.8% | $142,382-63.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.24% | 65.07%-36.8pp | 58.88%-30.6pp | 217.08%-188.8pp |
| Employer contribution / active EE | $3,760 | $4,810-21.8% | $4,305-12.7% | $4,299-12.5% |
| Participant deferral / active EE | $8,473 | $6,272+35.1% | $5,540+52.9% | $6,507+30.2% |
| Admin fee / account holder | $624 | $16,786-96.3% | $14,329-95.6% | $12,624-95.1% |