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 | $77,156 | $93,170-17.2% | $100,534-23.3% | $84,808-9.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 26.04% | 47.13%-21.1pp | 32.66%-6.6pp | 40.90%-14.9pp |
| Employer contribution / active EE | $7,281 | $3,985+82.7% | $4,346+67.5% | $2,631+176.7% |
| Participant deferral / active EE | $15,322 | $5,699+168.9% | $6,144+149.4% | $4,212+263.8% |
| Admin fee / account holder | $2,866 | $7,382-61.2% | $7,654-62.6% | $7,344-61.0% |