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 | $63,752 | $214,378-70.3% | $200,582-68.2% | $142,382-55.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.13% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,850 | $6,841-29.1% | $6,419-24.4% | $4,299+12.8% |
| Participant deferral / active EE | $13,738 | $9,865+39.3% | $9,331+47.2% | $6,507+111.1% |
| Admin fee / account holder | $848 | $17,692-95.2% | $16,305-94.8% | $12,624-93.3% |