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 | $91,337 | $214,378-57.4% | $200,582-54.5% | $142,382-35.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.60% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,457 | $6,841-64.1% | $6,419-61.7% | $4,299-42.9% |
| Participant deferral / active EE | $11,232 | $9,865+13.9% | $9,331+20.4% | $6,507+72.6% |
| Admin fee / account holder | $389 | $17,692-97.8% | $16,305-97.6% | $12,624-96.9% |