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 | $68,473 | $69,207-1.1% | $64,056+6.9% | $139,434-50.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.23% | 45.88%-31.7pp | 33.69%-19.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $5,714 | $3,182+79.6% | $2,747+108.1% | $4,751+20.3% |
| Participant deferral / active EE | $6,923 | $4,682+47.9% | $3,880+78.4% | $6,710+3.2% |
| Admin fee / account holder | $1,898 | $4,244-55.3% | $3,068-38.1% | $11,403-83.4% |