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 | $45,772 | $159,602-71.3% | $150,045-69.5% | $142,382-67.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.49% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,813 | $4,961-23.1% | $4,693-18.8% | $4,299-11.3% |
| Participant deferral / active EE | $21,065 | $8,310+153.5% | $7,997+163.4% | $6,507+223.7% |
| Admin fee / account holder | $19,024 | $14,846+28.1% | $13,435+41.6% | $12,624+50.7% |