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 | $79,460 | $162,781-51.2% | $133,956-40.7% | $158,922-50.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.90% | 41.94%-21.0pp | 45.09%-24.2pp | 302.83%-281.9pp |
| Employer contribution / active EE | $24,437 | $4,975+391.1% | $3,919+523.6% | $4,761+413.3% |
| Participant deferral / active EE | $7,800 | $5,911+32.0% | $5,048+54.5% | $5,982+30.4% |
| Admin fee / account holder | $340 | $11,736-97.1% | $8,927-96.2% | $11,246-97.0% |