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 | $57,325 | $214,378-73.3% | $200,582-71.4% | $142,382-59.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.31% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,314 | $6,841-66.2% | $6,419-63.9% | $4,299-46.2% |
| Participant deferral / active EE | $10,704 | $9,865+8.5% | $9,331+14.7% | $6,507+64.5% |
| Admin fee / account holder | $378 | $17,692-97.9% | $16,305-97.7% | $12,624-97.0% |