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 6-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 | $56,968 | $159,602-64.3% | $150,045-62.0% | $142,382-60.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.23% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,364 | $4,961-52.4% | $4,693-49.6% | $4,299-45.0% |
| Participant deferral / active EE | $7,745 | $8,310-6.8% | $7,997-3.1% | $6,507+19.0% |
| Admin fee / account holder | $2,320 | $14,846-84.4% | $13,435-82.7% | $12,624-81.6% |