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 | $58,391 | $106,584-45.2% | $101,326-42.4% | $142,382-59.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 30.47% | 36.93%-6.5pp | 36.82%-6.3pp | 217.08%-186.6pp |
| Employer contribution / active EE | $7,655 | $3,956+93.5% | $3,665+108.8% | $4,299+78.1% |
| Participant deferral / active EE | $16,144 | $8,297+94.6% | $7,994+102.0% | $6,507+148.1% |
| Admin fee / account holder | $17,243 | $11,446+50.6% | $11,185+54.2% | $12,624+36.6% |