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 | $64,061 | $95,266-32.8% | $82,389-22.2% | $142,382-55.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.53% | 25.74%-6.2pp | 28.67%-9.1pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,236 | $2,991+8.2% | $2,517+28.6% | $4,299-24.7% |
| Participant deferral / active EE | $15,711 | $4,809+226.7% | $4,155+278.2% | $6,507+141.4% |
| Admin fee / account holder | $365 | $8,563-95.7% | $7,231-95.0% | $12,624-97.1% |