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 | $62,871 | $110,257-43.0% | $96,544-34.9% | $139,434-54.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 28.49% | 26.32%+2.2pp | 25.84%+2.6pp | 372.94%-344.5pp |
| Employer contribution / active EE | $12,581 | $3,620+247.6% | $2,965+324.3% | $4,751+164.8% |
| Participant deferral / active EE | $9,558 | $5,548+72.3% | $4,851+97.0% | $6,710+42.4% |
| Admin fee / account holder | $397 | $11,591-96.6% | $8,252-95.2% | $11,403-96.5% |