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 7-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 | $59,108 | $106,515-44.5% | $96,683-38.9% | $139,434-57.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.74% | 38.43%-21.7pp | 35.69%-19.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,051 | $4,103-74.4% | $3,737-71.9% | $4,751-77.9% |
| Participant deferral / active EE | $14,689 | $5,454+169.3% | $4,878+201.1% | $6,710+118.9% |
| Admin fee / account holder | $2,251 | $7,877-71.4% | $6,730-66.6% | $11,403-80.3% |