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 | $64,032 | $111,754-42.7% | $103,333-38.0% | $145,922-56.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 24.77%-14.7pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,037 | $4,212-27.9% | $3,868-21.5% | $4,660-34.8% |
| Participant deferral / active EE | $5,897 | $5,619+5.0% | $5,057+16.6% | $6,688-11.8% |
| Admin fee / account holder | $693 | $9,750-92.9% | $8,355-91.7% | $13,397-94.8% |