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 6-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 | $81,451 | $127,065-35.9% | $113,168-28.0% | $142,382-42.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.94% | 24.03%-3.1pp | 24.27%-3.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,871 | $3,442-16.6% | $2,975-3.5% | $4,299-33.2% |
| Participant deferral / active EE | $8,612 | $5,716+50.6% | $5,107+68.6% | $6,507+32.3% |
| Admin fee / account holder | $993 | $15,736-93.7% | $12,068-91.8% | $12,624-92.1% |