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 | $75,302 | $159,602-52.8% | $150,045-49.8% | $142,382-47.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.95% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,223 | $4,961-14.9% | $4,693-10.0% | $4,299-1.8% |
| Participant deferral / active EE | $11,910 | $8,310+43.3% | $7,997+48.9% | $6,507+83.0% |
| Admin fee / account holder | $2,006 | $14,846-86.5% | $13,435-85.1% | $12,624-84.1% |