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 | $51,473 | $100,773-48.9% | $88,946-42.1% | $142,382-63.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.02% | 70.18%-52.2pp | 57.82%-39.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,882 | $2,918-1.2% | $2,555+12.8% | $4,299-33.0% |
| Participant deferral / active EE | $12,860 | $5,230+145.9% | $4,581+180.7% | $6,507+97.6% |
| Admin fee / account holder | $622 | $9,693-93.6% | $8,261-92.5% | $12,624-95.1% |