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 | $70,210 | $175,202-59.9% | $149,673-53.1% | $139,434-49.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.24% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $12,612 | $5,474+130.4% | $4,818+161.8% | $4,751+165.5% |
| Participant deferral / active EE | $6,619 | $6,519+1.5% | $5,680+16.5% | $6,710-1.4% |
| Admin fee / account holder | $1,433 | $16,150-91.1% | $13,210-89.2% | $11,403-87.4% |