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 | $57,024 | $214,378-73.4% | $200,582-71.6% | $142,382-59.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.39% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,554 | $6,841-33.4% | $6,419-29.0% | $4,299+5.9% |
| Participant deferral / active EE | $10,192 | $9,865+3.3% | $9,331+9.2% | $6,507+56.6% |
| Admin fee / account holder | $363 | $17,692-97.9% | $16,305-97.8% | $12,624-97.1% |