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 4-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 | $63,415 | $179,726-64.7% | $156,263-59.4% | $142,382-55.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.91% | 77.86%-59.9pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,486 | $5,069-51.0% | $4,333-42.6% | $4,299-42.2% |
| Participant deferral / active EE | $10,154 | $6,956+46.0% | $6,158+64.9% | $6,507+56.0% |
| Admin fee / account holder | $2,716 | $17,272-84.3% | $14,255-80.9% | $12,624-78.5% |