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 4-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 | $84,678 | $114,381-26.0% | $107,525-21.2% | $142,382-40.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.69% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $14,467 | $4,015+260.4% | $3,754+285.4% | $4,299+236.5% |
| Participant deferral / active EE | $5,567 | $5,5640% | $5,116+8.8% | $6,507-14.4% |
| Admin fee / account holder | $467 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |