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 4-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 | $57,102 | $159,602-64.2% | $150,045-61.9% | $142,382-59.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.01% | 70.24%-45.2pp | 62.55%-37.5pp | 217.08%-192.1pp |
| Employer contribution / active EE | $6,951 | $4,961+40.1% | $4,693+48.1% | $4,299+61.7% |
| Participant deferral / active EE | $21,119 | $8,310+154.1% | $7,997+164.1% | $6,507+224.5% |
| Admin fee / account holder | $859 | $14,846-94.2% | $13,435-93.6% | $12,624-93.2% |