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 4-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 | $69,993 | $159,901-56.2% | $146,958-52.4% | $145,922-52.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.27% | 98.13%-76.9pp | 418.34%-397.1pp | 561.29%-540.0pp |
| Employer contribution / active EE | $7,858 | $5,286+48.7% | $4,933+59.3% | $4,660+68.6% |
| Participant deferral / active EE | $25,078 | $8,428+197.5% | $8,070+210.8% | $6,688+275.0% |
| Admin fee / account holder | $12,821 | $15,044-14.8% | $12,998-1.4% | $13,397-4.3% |