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 | $70,966 | $94,625-25.0% | $116,228-38.9% | $84,808-16.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 17.65% | 20.40%-2.8pp | 90.06%-72.4pp | 40.90%-23.2pp |
| Employer contribution / active EE | $4,408 | $2,347+87.9% | $2,994+47.2% | $2,631+67.6% |
| Participant deferral / active EE | $5,091 | $3,972+28.2% | $4,953+2.8% | $4,212+20.9% |
| Admin fee / account holder | $3,392 | $10,091-66.4% | $11,989-71.7% | $7,344-53.8% |