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 | $77,570 | $117,983-34.3% | $101,794-23.8% | $142,382-45.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.29% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,220 | $2,773-19.9% | $2,289-3.0% | $4,299-48.4% |
| Participant deferral / active EE | $6,228 | $4,714+32.1% | $4,084+52.5% | $6,507-4.3% |
| Admin fee / account holder | $892 | $10,433-91.4% | $8,777-89.8% | $12,624-92.9% |