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 | $72,090 | $177,572-59.4% | $154,803-53.4% | $142,382-49.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.98% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $10,316 | $4,810+114.4% | $4,305+139.6% | $4,299+139.9% |
| Participant deferral / active EE | $10,366 | $6,272+65.3% | $5,540+87.1% | $6,507+59.3% |
| Admin fee / account holder | $1,095 | $16,786-93.5% | $14,329-92.4% | $12,624-91.3% |