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 | $68,567 | $163,101-58.0% | $136,749-49.9% | $142,382-51.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.70% | 27.54%-13.8pp | 24.33%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,207 | $4,117-22.1% | $3,400-5.7% | $4,299-25.4% |
| Participant deferral / active EE | $8,834 | $5,585+58.2% | $4,692+88.3% | $6,507+35.8% |
| Admin fee / account holder | $7,190 | $14,318-49.8% | $11,386-36.8% | $12,624-43.0% |