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 | $75,805 | $103,376-26.7% | $87,100-13.0% | $152,861-50.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 13.84% | 28.10%-14.3pp | 28.19%-14.3pp | 345.32%-331.5pp |
| Employer contribution / active EE | $9,190 | $3,220+185.4% | $2,521+264.5% | $4,762+93.0% |
| Participant deferral / active EE | $13,573 | $4,778+184.1% | $4,049+235.2% | $5,850+132.0% |
| Admin fee / account holder | $493 | $12,205-96.0% | $7,497-93.4% | $11,596-95.8% |