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 8-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 | $73,883 | $96,484-23.4% | $75,886-2.6% | $152,861-51.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 30.23% | 33.98%-3.7pp | 30.76%-0.5pp | 345.32%-315.1pp |
| Employer contribution / active EE | $2,518 | $3,309-23.9% | $2,500+0.7% | $4,762-47.1% |
| Participant deferral / active EE | $3,635 | $4,553-20.2% | $3,603+0.9% | $5,850-37.9% |
| Admin fee / account holder | $28,530 | $8,078+253.2% | $5,418+426.5% | $11,596+146.0% |