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 | $67,593 | $106,584-36.6% | $101,326-33.3% | $142,382-52.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.45% | 36.93%-19.5pp | 36.82%-19.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $9,769 | $3,956+146.9% | $3,665+166.5% | $4,299+127.2% |
| Participant deferral / active EE | $20,515 | $8,297+147.3% | $7,994+156.6% | $6,507+215.3% |
| Admin fee / account holder | $429 | $11,446-96.3% | $11,185-96.2% | $12,624-96.6% |