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 6-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 | $75,283 | $148,534-49.3% | $135,903-44.6% | $139,434-46.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.68% | 79.19%-63.5pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $21,788 | $5,243+315.6% | $4,856+348.7% | $4,751+358.6% |
| Participant deferral / active EE | $16,670 | $8,100+105.8% | $7,758+114.9% | $6,710+148.4% |
| Admin fee / account holder | $4,903 | $12,400-60.5% | $10,762-54.4% | $11,403-57.0% |