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 | $64,189 | $163,101-60.6% | $136,749-53.1% | $142,382-54.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.34% | 27.54%-11.2pp | 24.33%-8.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $3,881 | $4,117-5.7% | $3,400+14.2% | $4,299-9.7% |
| Participant deferral / active EE | $3,736 | $5,585-33.1% | $4,692-20.4% | $6,507-42.6% |
| Admin fee / account holder | $9,209 | $14,318-35.7% | $11,386-19.1% | $12,624-27.1% |