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 | $79,959 | $74,888+6.8% | $71,209+12.3% | $142,382-43.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.26% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,096 | $2,854-61.6% | $2,721-59.7% | $4,299-74.5% |
| Participant deferral / active EE | $3,470 | $4,454-22.1% | $4,175-16.9% | $6,507-46.7% |
| Admin fee / account holder | $807 | $5,568-85.5% | $5,349-84.9% | $12,624-93.6% |