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 | $62,919 | $177,572-64.6% | $154,803-59.4% | $142,382-55.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.83% | 65.07%-43.2pp | 58.88%-37.1pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,321 | $4,810-72.5% | $4,305-69.3% | $4,299-69.3% |
| Participant deferral / active EE | $8,058 | $6,272+28.5% | $5,540+45.4% | $6,507+23.8% |
| Admin fee / account holder | $1,388 | $16,786-91.7% | $14,329-90.3% | $12,624-89.0% |