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 | $70,871 | $114,381-38.0% | $107,525-34.1% | $142,382-50.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.87% | 242.71%-219.8pp | 181.32%-158.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $8,255 | $4,015+105.6% | $3,754+119.9% | $4,299+92.0% |
| Participant deferral / active EE | $7,870 | $5,564+41.4% | $5,116+53.8% | $6,507+20.9% |
| Admin fee / account holder | $892 | $9,860-91.0% | $8,919-90.0% | $12,624-92.9% |