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 | $61,741 | $159,602-61.3% | $150,045-58.9% | $142,382-56.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.41% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,994 | $4,961-39.6% | $4,693-36.2% | $4,299-30.4% |
| Participant deferral / active EE | $6,818 | $8,310-18.0% | $7,997-14.7% | $6,507+4.8% |
| Admin fee / account holder | $3,565 | $14,846-76.0% | $13,435-73.5% | $12,624-71.8% |