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 | $85,855 | $197,591-56.5% | $177,821-51.7% | $158,922-46.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 31.97% | 58.76%-26.8pp | 48.32%-16.4pp | 302.83%-270.9pp |
| Employer contribution / active EE | $2,881 | $6,697-57.0% | $5,918-51.3% | $4,761-39.5% |
| Participant deferral / active EE | $13,643 | $8,405+62.3% | $7,714+76.9% | $5,982+128.1% |
| Admin fee / account holder | $569 | $15,399-96.3% | $12,427-95.4% | $11,246-94.9% |