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 8-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 | $69,570 | $98,750-29.5% | $149,696-53.5% | $79,858-12.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 28.79% | 27.43%+1.4pp | 276.60%-247.8pp | 31.71%-2.9pp |
| Employer contribution / active EE | $2,249 | $3,216-30.1% | $4,644-51.6% | $2,471-9.0% |
| Participant deferral / active EE | $6,449 | $5,680+13.5% | $6,842-5.7% | $3,740+72.4% |
| Admin fee / account holder | $358 | $6,053-94.1% | $9,309-96.2% | $5,306-93.2% |