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 7-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 | $58,933 | $104,974-43.9% | $95,585-38.3% | $142,382-58.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.64% | 210.33%-194.7pp | 38.56%-22.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,741 | $2,779-1.4% | $2,527+8.5% | $4,299-36.3% |
| Participant deferral / active EE | $15,593 | $4,352+258.3% | $4,023+287.6% | $6,507+139.6% |
| Admin fee / account holder | $1,548 | $6,386-75.8% | $6,127-74.7% | $12,624-87.7% |