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 5-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 | $63,916 | $214,378-70.2% | $200,582-68.1% | $142,382-55.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.59% | 46.41%-26.8pp | 42.33%-22.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,655 | $6,841-61.2% | $6,419-58.6% | $4,299-38.2% |
| Participant deferral / active EE | $11,040 | $9,865+11.9% | $9,331+18.3% | $6,507+69.7% |
| Admin fee / account holder | $512 | $17,692-97.1% | $16,305-96.9% | $12,624-95.9% |