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 | $58,440 | $177,572-67.1% | $154,803-62.2% | $142,382-59.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 26.83% | 65.07%-38.2pp | 58.88%-32.1pp | 217.08%-190.2pp |
| Employer contribution / active EE | $17,422 | $4,810+262.2% | $4,305+304.6% | $4,299+305.2% |
| Participant deferral / active EE | $8,448 | $6,272+34.7% | $5,540+52.5% | $6,507+29.8% |
| Admin fee / account holder | $1,226 | $16,786-92.7% | $14,329-91.4% | $12,624-90.3% |