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 | $73,763 | $117,983-37.5% | $101,794-27.5% | $142,382-48.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.29% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,960 | $2,773-29.3% | $2,289-14.4% | $4,299-54.4% |
| Participant deferral / active EE | $6,697 | $4,714+42.1% | $4,084+64.0% | $6,507+2.9% |
| Admin fee / account holder | $710 | $10,433-93.2% | $8,777-91.9% | $12,624-94.4% |