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 | $67,958 | $106,515-36.2% | $96,683-29.7% | $139,434-51.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.52% | 38.43%-23.9pp | 35.69%-21.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,065 | $4,103-49.7% | $3,737-44.7% | $4,751-56.5% |
| Participant deferral / active EE | $11,536 | $5,454+111.5% | $4,878+136.5% | $6,710+71.9% |
| Admin fee / account holder | $10,565 | $7,877+34.1% | $6,730+57.0% | $11,403-7.3% |