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 3-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 | $54,460 | $214,378-74.6% | $200,582-72.8% | $142,382-61.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.01% | 46.41%-23.4pp | 42.33%-19.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,940 | $6,841-57.0% | $6,419-54.2% | $4,299-31.6% |
| Participant deferral / active EE | $15,610 | $9,865+58.2% | $9,331+67.3% | $6,507+139.9% |
| Admin fee / account holder | $3,838 | $17,692-78.3% | $16,305-76.5% | $12,624-69.6% |