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 6-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 | $68,881 | $159,602-56.8% | $150,045-54.1% | $142,382-51.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.67% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,396 | $4,961+28.9% | $4,693+36.3% | $4,299+48.8% |
| Participant deferral / active EE | $13,585 | $8,310+63.5% | $7,997+69.9% | $6,507+108.8% |
| Admin fee / account holder | $436 | $14,846-97.1% | $13,435-96.8% | $12,624-96.5% |