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 | $54,492 | $179,726-69.7% | $156,263-65.1% | $142,382-61.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.26% | 77.86%-58.6pp | 59.47%-40.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $6,965 | $5,069+37.4% | $4,333+60.7% | $4,299+62.0% |
| Participant deferral / active EE | $12,296 | $6,956+76.8% | $6,158+99.7% | $6,507+89.0% |
| Admin fee / account holder | $342 | $17,272-98.0% | $14,255-97.6% | $12,624-97.3% |