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 | $72,027 | $228,332-68.5% | $185,823-61.2% | $158,922-54.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 26.69% | 40.80%-14.1pp | 35.95%-9.3pp | 302.83%-276.1pp |
| Employer contribution / active EE | $1,754 | $4,967-64.7% | $4,087-57.1% | $4,761-63.2% |
| Participant deferral / active EE | $13,521 | $6,415+110.8% | $5,632+140.1% | $5,982+126.0% |
| Admin fee / account holder | $555 | $11,864-95.3% | $9,500-94.2% | $11,246-95.1% |