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 4-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 | $80,691 | $138,347-41.7% | $184,203-56.2% | $80,856-0.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.58% | 20.02%-7.4pp | 28.81%-16.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $12,755 | $4,850+163.0% | $6,427+98.5% | $2,755+363.0% |
| Participant deferral / active EE | $14,066 | $7,071+98.9% | $9,131+54.0% | $4,296+227.4% |
| Admin fee / account holder | $2,032 | $10,483-80.6% | $13,901-85.4% | $6,918-70.6% |