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 | $67,152 | $74,888-10.3% | $71,209-5.7% | $142,382-52.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 15.54% | 345.14%-329.6pp | 282.51%-267.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,068 | $2,854+42.5% | $2,721+49.5% | $4,299-5.4% |
| Participant deferral / active EE | $6,056 | $4,454+36.0% | $4,175+45.0% | $6,507-6.9% |
| Admin fee / account holder | $31,721 | $5,568+469.7% | $5,349+493.1% | $12,624+151.3% |