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 | $67,206 | $114,381-41.2% | $107,525-37.5% | $142,382-52.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.72% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,411 | $4,015-15.0% | $3,754-9.1% | $4,299-20.7% |
| Participant deferral / active EE | $12,182 | $5,564+118.9% | $5,116+138.1% | $6,507+87.2% |
| Admin fee / account holder | $1,779 | $9,860-82.0% | $8,919-80.1% | $12,624-85.9% |