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 4-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 | $73,690 | $110,261-33.2% | $95,745-23.0% | $139,434-47.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.51% | 27.11%-6.6pp | 28.35%-7.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $5,459 | $3,257+67.6% | $2,835+92.6% | $4,751+14.9% |
| Participant deferral / active EE | $18,421 | $4,676+294.0% | $4,245+334.0% | $6,710+174.5% |
| Admin fee / account holder | $866 | $6,613-86.9% | $5,678-84.7% | $11,403-92.4% |