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 5-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 | $76,526 | $114,381-33.1% | $107,525-28.8% | $142,382-46.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.18% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,980 | $4,015-25.8% | $3,754-20.6% | $4,299-30.7% |
| Participant deferral / active EE | $7,958 | $5,564+43.0% | $5,116+55.6% | $6,507+22.3% |
| Admin fee / account holder | $354 | $9,860-96.4% | $8,919-96.0% | $12,624-97.2% |