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 6-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 | $63,758 | $114,381-44.3% | $107,525-40.7% | $142,382-55.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.96% | 242.71%-228.7pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,767 | $4,015-6.2% | $3,754+0.4% | $4,299-12.4% |
| Participant deferral / active EE | $10,177 | $5,564+82.9% | $5,116+98.9% | $6,507+56.4% |
| Admin fee / account holder | $19,837 | $9,860+101.2% | $8,919+122.4% | $12,624+57.1% |