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 | $61,923 | $159,602-61.2% | $150,045-58.7% | $142,382-56.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.63% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,785 | $4,961+16.6% | $4,693+23.3% | $4,299+34.6% |
| Participant deferral / active EE | $11,610 | $8,310+39.7% | $7,997+45.2% | $6,507+78.4% |
| Admin fee / account holder | $7,902 | $14,846-46.8% | $13,435-41.2% | $12,624-37.4% |