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 | $62,431 | $197,591-68.4% | $177,821-64.9% | $158,922-60.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.31% | 58.76%-43.5pp | 48.32%-33.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $3,282 | $6,697-51.0% | $5,918-44.5% | $4,761-31.1% |
| Participant deferral / active EE | $9,370 | $8,405+11.5% | $7,714+21.5% | $5,982+56.6% |
| Admin fee / account holder | $21,917 | $15,399+42.3% | $12,427+76.4% | $11,246+94.9% |