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 | $72,998 | $179,726-59.4% | $156,263-53.3% | $142,382-48.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.04% | 77.86%-61.8pp | 59.47%-43.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,272 | $5,069-35.5% | $4,333-24.5% | $4,299-23.9% |
| Participant deferral / active EE | $2,496 | $6,956-64.1% | $6,158-59.5% | $6,507-61.6% |
| Admin fee / account holder | $619 | $17,272-96.4% | $14,255-95.7% | $12,624-95.1% |