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 5-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 | $73,897 | $71,829+2.9% | $69,780+5.9% | $142,382-48.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 19.36% | 31.01%-11.7pp | 26.31%-7.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $14,314 | $4,385+226.4% | $4,168+243.4% | $4,299+232.9% |
| Participant deferral / active EE | $9,695 | $6,819+42.2% | $6,164+57.3% | $6,507+49.0% |
| Admin fee / account holder | $7,109 | $7,818-9.1% | $7,285-2.4% | $12,624-43.7% |