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 | $65,818 | $110,257-40.3% | $96,544-31.8% | $139,434-52.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.71% | 26.32%-16.6pp | 25.84%-16.1pp | 372.94%-363.2pp |
| Employer contribution / active EE | $6,253 | $3,620+72.7% | $2,965+110.9% | $4,751+31.6% |
| Participant deferral / active EE | $12,257 | $5,548+120.9% | $4,851+152.7% | $6,710+82.7% |
| Admin fee / account holder | $1,640 | $11,591-85.9% | $8,252-80.1% | $11,403-85.6% |