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 | $70,015 | $159,602-56.1% | $150,045-53.3% | $142,382-50.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.56% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,235 | $4,961-54.9% | $4,693-52.4% | $4,299-48.0% |
| Participant deferral / active EE | $6,232 | $8,310-25.0% | $7,997-22.1% | $6,507-4.2% |
| Admin fee / account holder | $5,649 | $14,846-61.9% | $13,435-58.0% | $12,624-55.2% |