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 | $70,930 | $159,602-55.6% | $150,045-52.7% | $142,382-50.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.17% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $8,575 | $4,961+72.9% | $4,693+82.7% | $4,299+99.5% |
| Participant deferral / active EE | $8,092 | $8,310-2.6% | $7,997+1.2% | $6,507+24.3% |
| Admin fee / account holder | $2,220 | $14,846-85.0% | $13,435-83.5% | $12,624-82.4% |