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 9-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 | $63,263 | $159,602-60.4% | $150,045-57.8% | $142,382-55.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.45% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,307 | $4,961-73.6% | $4,693-72.1% | $4,299-69.6% |
| Participant deferral / active EE | $4,725 | $8,310-43.1% | $7,997-40.9% | $6,507-27.4% |
| Admin fee / account holder | $3,428 | $14,846-76.9% | $13,435-74.5% | $12,624-72.8% |