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 | $77,965 | $110,257-29.3% | $96,544-19.2% | $139,434-44.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.75% | 26.32%-14.6pp | 25.84%-14.1pp | 372.94%-361.2pp |
| Employer contribution / active EE | $9,776 | $3,620+170.1% | $2,965+229.7% | $4,751+105.8% |
| Participant deferral / active EE | $9,305 | $5,548+67.7% | $4,851+91.8% | $6,710+38.7% |
| Admin fee / account holder | $11,075 | $11,591-4.5% | $8,252+34.2% | $11,403-2.9% |