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 | $50,118 | $114,381-56.2% | $107,525-53.4% | $142,382-64.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.33% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,153 | $4,015+3.4% | $3,754+10.6% | $4,299-3.4% |
| Participant deferral / active EE | $17,164 | $5,564+208.5% | $5,116+235.5% | $6,507+163.8% |
| Admin fee / account holder | $1,429 | $9,860-85.5% | $8,919-84.0% | $12,624-88.7% |