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 | $57,509 | $214,378-73.2% | $200,582-71.3% | $142,382-59.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 29.43% | 46.41%-17.0pp | 42.33%-12.9pp | 217.08%-187.6pp |
| Employer contribution / active EE | $11,326 | $6,841+65.5% | $6,419+76.4% | $4,299+163.4% |
| Participant deferral / active EE | $16,969 | $9,865+72.0% | $9,331+81.9% | $6,507+160.8% |
| Admin fee / account holder | $2,303 | $17,692-87.0% | $16,305-85.9% | $12,624-81.8% |