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 | $65,308 | $175,202-62.7% | $149,673-56.4% | $139,434-53.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.41% | 166.71%-154.3pp | 134.42%-122.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $5,621 | $5,474+2.7% | $4,818+16.7% | $4,751+18.3% |
| Participant deferral / active EE | $7,725 | $6,519+18.5% | $5,680+36.0% | $6,710+15.1% |
| Admin fee / account holder | $626 | $16,150-96.1% | $13,210-95.3% | $11,403-94.5% |