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 | $63,009 | $117,983-46.6% | $101,794-38.1% | $142,382-55.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.28% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,671 | $2,773-3.7% | $2,289+16.7% | $4,299-37.9% |
| Participant deferral / active EE | $5,789 | $4,714+22.8% | $4,084+41.7% | $6,507-11.0% |
| Admin fee / account holder | $717 | $10,433-93.1% | $8,777-91.8% | $12,624-94.3% |