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 | $73,045 | $177,572-58.9% | $154,803-52.8% | $142,382-48.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.73% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $7,544 | $4,810+56.8% | $4,305+75.2% | $4,299+75.5% |
| Participant deferral / active EE | $8,821 | $6,272+40.6% | $5,540+59.2% | $6,507+35.5% |
| Admin fee / account holder | $366 | $16,786-97.8% | $14,329-97.4% | $12,624-97.1% |