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 8-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 | $71,458 | $162,781-56.1% | $133,956-46.7% | $158,922-55.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.16% | 41.94%-26.8pp | 45.09%-29.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $11,585 | $4,975+132.9% | $3,919+195.7% | $4,761+143.3% |
| Participant deferral / active EE | $15,603 | $5,911+164.0% | $5,048+209.1% | $5,982+160.8% |
| Admin fee / account holder | $2,322 | $11,736-80.2% | $8,927-74.0% | $11,246-79.3% |