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 | $65,792 | $154,365-57.4% | $130,231-49.5% | $139,434-52.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 28.31% | 30.34%-2.0pp | 38.77%-10.5pp | 372.94%-344.6pp |
| Employer contribution / active EE | $3,597 | $5,170-30.4% | $4,126-12.8% | $4,751-24.3% |
| Participant deferral / active EE | $29,287 | $8,498+244.6% | $6,799+330.8% | $6,710+336.5% |
| Admin fee / account holder | $501 | $9,214-94.6% | $6,020-91.7% | $11,403-95.6% |