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 9-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 | $68,998 | $157,256-56.1% | $141,162-51.1% | $152,861-54.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.19% | 64.32%-48.1pp | 71.39%-55.2pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,378 | $5,261-54.8% | $4,735-49.8% | $4,762-50.1% |
| Participant deferral / active EE | $5,436 | $7,109-23.5% | $6,709-19.0% | $5,850-7.1% |
| Admin fee / account holder | $2,858 | $12,120-76.4% | $10,261-72.1% | $11,596-75.4% |