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 9-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 | $57,613 | $165,335-65.2% | $149,696-61.5% | $158,922-63.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.01% | 348.15%-331.1pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $2,882 | $5,103-43.5% | $4,644-38.0% | $4,761-39.5% |
| Participant deferral / active EE | $13,644 | $7,181+90.0% | $6,842+99.4% | $5,982+128.1% |
| Admin fee / account holder | $605 | $10,807-94.4% | $9,309-93.5% | $11,246-94.6% |