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 | $74,895 | $133,922-44.1% | $116,228-35.6% | $142,382-47.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.52% | 147.76%-133.2pp | 90.06%-75.5pp | 217.08%-202.6pp |
| Employer contribution / active EE | $8,646 | $3,446+150.9% | $2,994+188.7% | $4,299+101.1% |
| Participant deferral / active EE | $6,951 | $5,672+22.5% | $4,953+40.3% | $6,507+6.8% |
| Admin fee / account holder | $1,960 | $14,945-86.9% | $11,989-83.7% | $12,624-84.5% |