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 | $66,810 | $80,717-17.2% | $154,803-56.8% | $84,808-21.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.90% | 37.96%-21.1pp | 58.88%-42.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,762 | $2,7610% | $4,305-35.9% | $2,631+5.0% |
| Participant deferral / active EE | $7,441 | $3,303+125.3% | $5,540+34.3% | $4,212+76.7% |
| Admin fee / account holder | $2,325 | $6,746-65.5% | $14,329-83.8% | $7,344-68.3% |