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 | $66,281 | $148,978-55.5% | $200,582-67.0% | $84,808-21.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 21.93% | 28.16%-6.2pp | 42.33%-20.4pp | 40.90%-19.0pp |
| Employer contribution / active EE | $6,228 | $4,815+29.3% | $6,419-3.0% | $2,631+136.7% |
| Participant deferral / active EE | $12,290 | $7,142+72.1% | $9,331+31.7% | $4,212+191.8% |
| Admin fee / account holder | $5,531 | $13,977-60.4% | $16,305-66.1% | $7,344-24.7% |