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 4-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 | $69,086 | $127,065-45.6% | $113,168-39.0% | $142,382-51.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 21.41% | 24.03%-2.6pp | 24.27%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,623 | $3,442-23.8% | $2,975-11.8% | $4,299-39.0% |
| Participant deferral / active EE | $8,490 | $5,716+48.5% | $5,107+66.2% | $6,507+30.5% |
| Admin fee / account holder | $448 | $15,736-97.2% | $12,068-96.3% | $12,624-96.5% |