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 | $63,435 | $228,332-72.2% | $185,823-65.9% | $158,922-60.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.87% | 40.80%-15.9pp | 35.95%-11.1pp | 302.83%-278.0pp |
| Employer contribution / active EE | $7,817 | $4,967+57.4% | $4,087+91.2% | $4,761+64.2% |
| Participant deferral / active EE | $12,583 | $6,415+96.2% | $5,632+123.4% | $5,982+110.3% |
| Admin fee / account holder | $1,518 | $11,864-87.2% | $9,500-84.0% | $11,246-86.5% |