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 | $70,357 | $159,602-55.9% | $150,045-53.1% | $142,382-50.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.13% | 70.24%-48.1pp | 62.55%-40.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $5,467 | $4,961+10.2% | $4,693+16.5% | $4,299+27.2% |
| Participant deferral / active EE | $10,154 | $8,310+22.2% | $7,997+27.0% | $6,507+56.0% |
| Admin fee / account holder | $1,776 | $14,846-88.0% | $13,435-86.8% | $12,624-85.9% |