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 7-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 | $61,023 | $159,602-61.8% | $150,045-59.3% | $142,382-57.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.83% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,990 | $4,961-59.9% | $4,693-57.6% | $4,299-53.7% |
| Participant deferral / active EE | $3,358 | $8,310-59.6% | $7,997-58.0% | $6,507-48.4% |
| Admin fee / account holder | $26,133 | $14,846+76.0% | $13,435+94.5% | $12,624+107.0% |