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 9-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 | $60,323 | $159,602-62.2% | $150,045-59.8% | $142,382-57.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.89% | 70.24%-54.3pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,070 | $4,961-38.1% | $4,693-34.6% | $4,299-28.6% |
| Participant deferral / active EE | $10,298 | $8,310+23.9% | $7,997+28.8% | $6,507+58.3% |
| Admin fee / account holder | $1,835 | $14,846-87.6% | $13,435-86.3% | $12,624-85.5% |