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 | $55,058 | $85,006-35.2% | $76,190-27.7% | $145,922-62.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 15.77% | 13.11%+2.7pp | 13.78%+2.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,253 | $5,265-38.2% | $4,578-29.0% | $4,660-30.2% |
| Participant deferral / active EE | $8,809 | $6,392+37.8% | $5,474+60.9% | $6,688+31.7% |
| Admin fee / account holder | $449 | $5,760-92.2% | $5,123-91.2% | $13,397-96.7% |