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 4-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 | $68,394 | $117,983-42.0% | $101,794-32.8% | $142,382-52.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.82% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,290 | $2,773-17.4% | $2,289+0.1% | $4,299-46.7% |
| Participant deferral / active EE | $18,075 | $4,714+283.5% | $4,084+342.6% | $6,507+177.8% |
| Admin fee / account holder | $7,261 | $10,433-30.4% | $8,777-17.3% | $12,624-42.5% |