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 | $71,820 | $185,822-61.4% | $169,993-57.8% | $139,434-48.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.36% | 60.50%-35.1pp | 53.37%-28.0pp | 372.94%-347.6pp |
| Employer contribution / active EE | $3,525 | $7,590-53.6% | $6,785-48.0% | $4,751-25.8% |
| Participant deferral / active EE | $20,000 | $11,622+72.1% | $10,408+92.2% | $6,710+198.1% |
| Admin fee / account holder | $421 | $15,381-97.3% | $12,815-96.7% | $11,403-96.3% |