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 | $66,584 | $202,432-67.1% | $169,368-60.7% | $139,434-52.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.13% | 531.74%-518.6pp | 405.60%-392.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,920 | $4,692-37.8% | $4,013-27.2% | $4,751-38.5% |
| Participant deferral / active EE | $11,744 | $6,938+69.3% | $6,221+88.8% | $6,710+75.0% |
| Admin fee / account holder | $661 | $10,708-93.8% | $9,003-92.7% | $11,403-94.2% |