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 5-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 | $74,755 | $183,519-59.3% | $155,509-51.9% | $145,922-48.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.48% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $8,111 | $5,313+52.7% | $4,672+73.6% | $4,660+74.1% |
| Participant deferral / active EE | $10,500 | $6,462+62.5% | $5,626+86.6% | $6,688+57.0% |
| Admin fee / account holder | $3,422 | $19,313-82.3% | $15,912-78.5% | $13,397-74.5% |