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 | $65,439 | $159,602-59.0% | $150,045-56.4% | $142,382-54.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.80% | 70.24%-43.4pp | 62.55%-35.7pp | 217.08%-190.3pp |
| Employer contribution / active EE | $25,731 | $4,961+418.7% | $4,693+448.3% | $4,299+498.5% |
| Participant deferral / active EE | $12,985 | $8,310+56.2% | $7,997+62.4% | $6,507+99.5% |
| Admin fee / account holder | $385 | $14,846-97.4% | $13,435-97.1% | $12,624-97.0% |