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 4-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 | $64,154 | $115,708-44.6% | $65,255-1.7% | $139,434-54.0% |
| Participation rate | 100.0% | 67.8%+32.2pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 15.07% | 31.19%-16.1pp | 47.35%-32.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $4,410 | $2,599+69.7% | $1,691+160.8% | $4,751-7.2% |
| Participant deferral / active EE | $10,296 | $4,240+142.8% | $2,831+263.7% | $6,710+53.4% |
| Admin fee / account holder | $1,428 | $6,698-78.7% | $4,112-65.3% | $11,403-87.5% |