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 | $67,309 | $214,378-68.6% | $200,582-66.4% | $142,382-52.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.90% | 46.41%-25.5pp | 42.33%-21.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,904 | $6,841-57.6% | $6,419-54.8% | $4,299-32.5% |
| Participant deferral / active EE | $25,888 | $9,865+162.4% | $9,331+177.4% | $6,507+297.8% |
| Admin fee / account holder | $19,048 | $17,692+7.7% | $16,305+16.8% | $12,624+50.9% |