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 | $71,045 | $175,202-59.4% | $149,673-52.5% | $139,434-49.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.98% | 166.71%-146.7pp | 134.42%-114.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $3,838 | $5,474-29.9% | $4,818-20.3% | $4,751-19.2% |
| Participant deferral / active EE | $9,162 | $6,519+40.6% | $5,680+61.3% | $6,710+36.5% |
| Admin fee / account holder | $1,336 | $16,150-91.7% | $13,210-89.9% | $11,403-88.3% |