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 | $54,521 | $177,572-69.3% | $154,803-64.8% | $142,382-61.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.48% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $9,454 | $4,810+96.5% | $4,305+119.6% | $4,299+119.9% |
| Participant deferral / active EE | $11,040 | $6,272+76.0% | $5,540+99.3% | $6,507+69.7% |
| Admin fee / account holder | $909 | $16,786-94.6% | $14,329-93.7% | $12,624-92.8% |