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 6-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 | $69,760 | $179,726-61.2% | $156,263-55.4% | $142,382-51.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.45% | 77.86%-59.4pp | 59.47%-41.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,301 | $5,069-54.6% | $4,333-46.9% | $4,299-46.5% |
| Participant deferral / active EE | $14,375 | $6,956+106.7% | $6,158+133.4% | $6,507+120.9% |
| Admin fee / account holder | $346 | $17,272-98.0% | $14,255-97.6% | $12,624-97.3% |