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 | $73,055 | $114,381-36.1% | $107,525-32.1% | $142,382-48.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 28.64% | 242.71%-214.1pp | 181.32%-152.7pp | 217.08%-188.4pp |
| Employer contribution / active EE | $2,022 | $4,015-49.6% | $3,754-46.1% | $4,299-53.0% |
| Participant deferral / active EE | $6,082 | $5,564+9.3% | $5,116+18.9% | $6,507-6.5% |
| Admin fee / account holder | $1,367 | $9,860-86.1% | $8,919-84.7% | $12,624-89.2% |