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 6-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 | $84,732 | $175,202-51.6% | $149,673-43.4% | $139,434-39.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.28% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,123 | $5,474-24.7% | $4,818-14.4% | $4,751-13.2% |
| Participant deferral / active EE | $12,610 | $6,519+93.4% | $5,680+122.0% | $6,710+87.9% |
| Admin fee / account holder | $1,658 | $16,150-89.7% | $13,210-87.5% | $11,403-85.5% |