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 | $69,214 | $214,378-67.7% | $200,582-65.5% | $142,382-51.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.91% | 46.41%-27.5pp | 42.33%-23.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,174 | $6,841-53.6% | $6,419-50.5% | $4,299-26.2% |
| Participant deferral / active EE | $8,422 | $9,865-14.6% | $9,331-9.7% | $6,507+29.4% |
| Admin fee / account holder | $470 | $17,692-97.3% | $16,305-97.1% | $12,624-96.3% |