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 | $61,304 | $109,881-44.2% | $150,045-59.1% | $84,808-27.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.89% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $3,266 | $3,561-8.3% | $4,693-30.4% | $2,631+24.1% |
| Participant deferral / active EE | $6,559 | $6,636-1.2% | $7,997-18.0% | $4,212+55.7% |
| Admin fee / account holder | $1,341 | $8,568-84.4% | $13,435-90.0% | $7,344-81.7% |