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 9-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 | $70,508 | $114,381-38.4% | $107,525-34.4% | $142,382-50.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.78% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,047 | $4,015-49.0% | $3,754-45.5% | $4,299-52.4% |
| Participant deferral / active EE | $12,543 | $5,564+125.4% | $5,116+145.2% | $6,507+92.8% |
| Admin fee / account holder | $3,439 | $9,860-65.1% | $8,919-61.4% | $12,624-72.8% |