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 | $66,931 | $214,378-68.8% | $200,582-66.6% | $142,382-53.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.19% | 46.41%-25.2pp | 42.33%-21.1pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,469 | $6,841-63.9% | $6,419-61.5% | $4,299-42.6% |
| Participant deferral / active EE | $13,668 | $9,865+38.6% | $9,331+46.5% | $6,507+110.0% |
| Admin fee / account holder | $6,700 | $17,692-62.1% | $16,305-58.9% | $12,624-46.9% |