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 | $64,744 | $183,519-64.7% | $155,509-58.4% | $145,922-55.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.10% | 61.17%-39.1pp | 64.67%-42.6pp | 561.29%-539.2pp |
| Employer contribution / active EE | $1,212 | $5,313-77.2% | $4,672-74.1% | $4,660-74.0% |
| Participant deferral / active EE | $7,463 | $6,462+15.5% | $5,626+32.6% | $6,688+11.6% |
| Admin fee / account holder | $64,946 | $19,313+236.3% | $15,912+308.2% | $13,397+384.8% |