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 7-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 | $70,864 | $159,602-55.6% | $150,045-52.8% | $142,382-50.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.15% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,583 | $4,961-47.9% | $4,693-45.0% | $4,299-39.9% |
| Participant deferral / active EE | $14,819 | $8,310+78.3% | $7,997+85.3% | $6,507+127.7% |
| Admin fee / account holder | $5,644 | $14,846-62.0% | $13,435-58.0% | $12,624-55.3% |