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 | $69,981 | $176,056-60.3% | $159,436-56.1% | $167,490-58.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.54% | 331.75%-317.2pp | 263.57%-249.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,960 | $5,297-63.0% | $4,829-59.4% | $4,837-59.5% |
| Participant deferral / active EE | $17,835 | $7,750+130.1% | $7,352+142.6% | $6,341+181.3% |
| Admin fee / account holder | $17,682 | $12,554+40.8% | $10,799+63.7% | $12,309+43.7% |