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 | $59,832 | $228,332-73.8% | $185,823-67.8% | $158,922-62.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.61% | 40.80%-22.2pp | 35.95%-17.3pp | 302.83%-284.2pp |
| Employer contribution / active EE | $5,164 | $4,967+4.0% | $4,087+26.3% | $4,761+8.5% |
| Participant deferral / active EE | $10,591 | $6,415+65.1% | $5,632+88.0% | $5,982+77.0% |
| Admin fee / account holder | $1,477 | $11,864-87.6% | $9,500-84.5% | $11,246-86.9% |