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 | $62,174 | $159,602-61.0% | $150,045-58.6% | $142,382-56.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.21% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,765 | $4,961-64.4% | $4,693-62.4% | $4,299-59.0% |
| Participant deferral / active EE | $11,185 | $8,310+34.6% | $7,997+39.9% | $6,507+71.9% |
| Admin fee / account holder | $874 | $14,846-94.1% | $13,435-93.5% | $12,624-93.1% |