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 9-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 | $79,126 | $117,983-32.9% | $101,794-22.3% | $142,382-44.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.87% | 36.92%-16.0pp | 30.53%-9.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,543 | $2,773+63.8% | $2,289+98.5% | $4,299+5.7% |
| Participant deferral / active EE | $5,336 | $4,714+13.2% | $4,084+30.6% | $6,507-18.0% |
| Admin fee / account holder | $7,770 | $10,433-25.5% | $8,777-11.5% | $12,624-38.4% |