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 | $68,530 | $177,572-61.4% | $154,803-55.7% | $142,382-51.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.55% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $6,224 | $4,810+29.4% | $4,305+44.6% | $4,299+44.8% |
| Participant deferral / active EE | $10,178 | $6,272+62.3% | $5,540+83.7% | $6,507+56.4% |
| Admin fee / account holder | $1,182 | $16,786-93.0% | $14,329-91.7% | $12,624-90.6% |