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 7-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 | $69,408 | $111,754-37.9% | $103,333-32.8% | $145,922-52.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.44% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,162 | $4,212-24.9% | $3,868-18.2% | $4,660-32.1% |
| Participant deferral / active EE | $7,905 | $5,619+40.7% | $5,057+56.3% | $6,688+18.2% |
| Admin fee / account holder | $1,056 | $9,750-89.2% | $8,355-87.4% | $13,397-92.1% |