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 | $71,969 | $177,572-59.5% | $154,803-53.5% | $142,382-49.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.85% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,128 | $4,810-14.2% | $4,305-4.1% | $4,299-4.0% |
| Participant deferral / active EE | $5,091 | $6,272-18.8% | $5,540-8.1% | $6,507-21.8% |
| Admin fee / account holder | $3,270 | $16,786-80.5% | $14,329-77.2% | $12,624-74.1% |