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 | $68,167 | $114,381-40.4% | $107,525-36.6% | $142,382-52.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.48% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,165 | $4,015+103.4% | $3,754+117.5% | $4,299+89.9% |
| Participant deferral / active EE | $5,687 | $5,564+2.2% | $5,116+11.2% | $6,507-12.6% |
| Admin fee / account holder | $7,702 | $9,860-21.9% | $8,919-13.6% | $12,624-39.0% |