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 6-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 | $68,058 | $107,452-36.7% | $91,541-25.7% | $142,382-52.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.34% | 22.06%+0.3pp | 20.50%+1.8pp | 217.08%-194.7pp |
| Employer contribution / active EE | $4,289 | $2,994+43.2% | $2,505+71.2% | $4,299-0.2% |
| Participant deferral / active EE | $10,729 | $4,754+125.7% | $4,008+167.7% | $6,507+64.9% |
| Admin fee / account holder | $929 | $8,834-89.5% | $6,956-86.6% | $12,624-92.6% |