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 | $78,014 | $183,519-57.5% | $155,509-49.8% | $145,922-46.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.17% | 61.17%-38.0pp | 64.67%-41.5pp | 561.29%-538.1pp |
| Employer contribution / active EE | $4,067 | $5,313-23.5% | $4,672-13.0% | $4,660-12.7% |
| Participant deferral / active EE | $29,107 | $6,462+350.4% | $5,626+417.3% | $6,688+335.2% |
| Admin fee / account holder | $5,736 | $19,313-70.3% | $15,912-64.0% | $13,397-57.2% |