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 | $79,806 | $177,572-55.1% | $154,803-48.4% | $142,382-43.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.66% | 65.07%-41.4pp | 58.88%-35.2pp | 217.08%-193.4pp |
| Employer contribution / active EE | $10,938 | $4,810+127.4% | $4,305+154.1% | $4,299+154.4% |
| Participant deferral / active EE | $1,811 | $6,272-71.1% | $5,540-67.3% | $6,507-72.2% |
| Admin fee / account holder | $753 | $16,786-95.5% | $14,329-94.7% | $12,624-94.0% |