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 | $60,582 | $71,829-15.7% | $69,780-13.2% | $142,382-57.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 18.06% | 31.01%-12.9pp | 26.31%-8.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,063 | $4,385-7.3% | $4,168-2.5% | $4,299-5.5% |
| Participant deferral / active EE | $15,207 | $6,819+123.0% | $6,164+146.7% | $6,507+133.7% |
| Admin fee / account holder | $2,102 | $7,818-73.1% | $7,285-71.2% | $12,624-83.4% |