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 | $70,379 | $177,572-60.4% | $154,803-54.5% | $142,382-50.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.01% | 65.07%-43.1pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,183 | $4,810-54.6% | $4,305-49.3% | $4,299-49.2% |
| Participant deferral / active EE | $16,715 | $6,272+166.5% | $5,540+201.7% | $6,507+156.9% |
| Admin fee / account holder | $682 | $16,786-95.9% | $14,329-95.2% | $12,624-94.6% |