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 | $23,072 | $159,602-85.5% | $150,045-84.6% | $142,382-83.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 49.86% | 70.24%-20.4pp | 62.55%-12.7pp | 217.08%-167.2pp |
| Employer contribution / active EE | $2,858 | $4,961-42.4% | $4,693-39.1% | $4,299-33.5% |
| Participant deferral / active EE | $12,461 | $8,310+49.9% | $7,997+55.8% | $6,507+91.5% |
| Admin fee / account holder | $2,849 | $14,846-80.8% | $13,435-78.8% | $12,624-77.4% |