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 | $60,474 | $185,822-67.5% | $169,993-64.4% | $139,434-56.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.24% | 60.50%-45.3pp | 53.37%-38.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,853 | $7,590-75.6% | $6,785-72.7% | $4,751-61.0% |
| Participant deferral / active EE | $9,896 | $11,622-14.9% | $10,408-4.9% | $6,710+47.5% |
| Admin fee / account holder | $806 | $15,381-94.8% | $12,815-93.7% | $11,403-92.9% |