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 8-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 | $65,243 | $124,281-47.5% | $109,143-40.2% | $167,490-61.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.21% | 26.04%-14.8pp | 25.75%-14.5pp | 478.56%-467.3pp |
| Employer contribution / active EE | $936 | $4,207-77.8% | $3,722-74.9% | $4,837-80.7% |
| Participant deferral / active EE | $17,372 | $5,255+230.6% | $4,653+273.3% | $6,341+173.9% |
| Admin fee / account holder | $1,255 | $7,970-84.3% | $6,752-81.4% | $12,309-89.8% |