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 6-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 | $87,391 | $114,381-23.6% | $107,525-18.7% | $142,382-38.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.74% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $9,353 | $4,015+133.0% | $3,754+149.2% | $4,299+117.6% |
| Participant deferral / active EE | $8,493 | $5,564+52.6% | $5,116+66.0% | $6,507+30.5% |
| Admin fee / account holder | $357 | $9,860-96.4% | $8,919-96.0% | $12,624-97.2% |