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 | $78,195 | $91,190-14.3% | $178,490-56.2% | $79,858-2.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.93% | 24.19%-11.3pp | 151.07%-138.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $6,175 | $3,256+89.7% | $5,011+23.2% | $2,471+149.9% |
| Participant deferral / active EE | $6,171 | $3,236+90.7% | $5,202+18.6% | $3,740+65.0% |
| Admin fee / account holder | $695 | $6,751-89.7% | $13,984-95.0% | $5,306-86.9% |