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 | $54,025 | $159,602-66.2% | $150,045-64.0% | $142,382-62.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.11% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $6,303 | $4,961+27.1% | $4,693+34.3% | $4,299+46.6% |
| Participant deferral / active EE | $11,335 | $8,310+36.4% | $7,997+41.7% | $6,507+74.2% |
| Admin fee / account holder | $677 | $14,846-95.4% | $13,435-95.0% | $12,624-94.6% |