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 9-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 | $73,529 | $115,882-36.5% | $100,516-26.8% | $158,922-53.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 31.64% | 34.79%-3.2pp | 30.89%+0.7pp | 302.83%-271.2pp |
| Employer contribution / active EE | $6,222 | $4,103+51.7% | $3,418+82.1% | $4,761+30.7% |
| Participant deferral / active EE | $10,407 | $6,674+55.9% | $6,270+66.0% | $5,982+74.0% |
| Admin fee / account holder | $323 | $10,995-97.1% | $8,081-96.0% | $11,246-97.1% |