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 | $53,470 | $177,572-69.9% | $154,803-65.5% | $142,382-62.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.41% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $5,313 | $4,810+10.5% | $4,305+23.4% | $4,299+23.6% |
| Participant deferral / active EE | $5,434 | $6,272-13.4% | $5,540-1.9% | $6,507-16.5% |
| Admin fee / account holder | $487 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |