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 | $55,679 | $74,888-25.7% | $71,209-21.8% | $142,382-60.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 17.65% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $7,284 | $2,854+155.2% | $2,721+167.7% | $4,299+69.4% |
| Participant deferral / active EE | $11,286 | $4,454+153.4% | $4,175+170.3% | $6,507+73.4% |
| Admin fee / account holder | $60,158 | $5,568+980.4% | $5,349+1024.7% | $12,624+376.5% |