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 7-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 | $85,462 | $124,281-31.2% | $109,143-21.7% | $167,490-49.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.17% | 26.04%-9.9pp | 25.75%-9.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,225 | $4,207-70.9% | $3,722-67.1% | $4,837-74.7% |
| Participant deferral / active EE | $22,240 | $5,255+323.2% | $4,653+378.0% | $6,341+250.7% |
| Admin fee / account holder | $1,548 | $7,970-80.6% | $6,752-77.1% | $12,309-87.4% |