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 | $69,646 | $114,381-39.1% | $107,525-35.2% | $142,382-51.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.09% | 242.71%-222.6pp | 181.32%-161.2pp | 217.08%-197.0pp |
| Employer contribution / active EE | $11,387 | $4,015+183.6% | $3,754+203.4% | $4,299+164.9% |
| Participant deferral / active EE | $8,241 | $5,564+48.1% | $5,116+61.1% | $6,507+26.6% |
| Admin fee / account holder | $2,478 | $9,860-74.9% | $8,919-72.2% | $12,624-80.4% |