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 | $51,658 | $114,381-54.8% | $107,525-52.0% | $142,382-63.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 36.26% | 242.71%-206.4pp | 181.32%-145.1pp | 217.08%-180.8pp |
| Employer contribution / active EE | $4,913 | $4,015+22.4% | $3,754+30.9% | $4,299+14.3% |
| Participant deferral / active EE | $12,408 | $5,564+123.0% | $5,116+142.5% | $6,507+90.7% |
| Admin fee / account holder | $4,163 | $9,860-57.8% | $8,919-53.3% | $12,624-67.0% |