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 | $69,653 | $159,602-56.4% | $150,045-53.6% | $142,382-51.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.77% | 70.24%-44.5pp | 62.55%-36.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $10,000 | $4,961+101.6% | $4,693+113.1% | $4,299+132.6% |
| Participant deferral / active EE | $7,833 | $8,310-5.7% | $7,997-2.0% | $6,507+20.4% |
| Admin fee / account holder | $579 | $14,846-96.1% | $13,435-95.7% | $12,624-95.4% |