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 | $44,830 | $179,726-75.1% | $156,263-71.3% | $142,382-68.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 28.67% | 77.86%-49.2pp | 59.47%-30.8pp | 217.08%-188.4pp |
| Employer contribution / active EE | $8,213 | $5,069+62.0% | $4,333+89.5% | $4,299+91.0% |
| Participant deferral / active EE | $11,113 | $6,956+59.8% | $6,158+80.5% | $6,507+70.8% |
| Admin fee / account holder | $1,489 | $17,272-91.4% | $14,255-89.6% | $12,624-88.2% |