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 7-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 | $60,974 | $106,515-42.8% | $96,683-36.9% | $139,434-56.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.87% | 38.43%-20.6pp | 35.69%-17.8pp | 372.94%-355.1pp |
| Employer contribution / active EE | $6,220 | $4,103+51.6% | $3,737+66.4% | $4,751+30.9% |
| Participant deferral / active EE | $6,514 | $5,454+19.4% | $4,878+33.5% | $6,710-2.9% |
| Admin fee / account holder | $352 | $7,877-95.5% | $6,730-94.8% | $11,403-96.9% |