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 | $74,385 | $214,378-65.3% | $200,582-62.9% | $142,382-47.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.73% | 46.41%-26.7pp | 42.33%-22.6pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,665 | $6,841-61.1% | $6,419-58.5% | $4,299-38.0% |
| Participant deferral / active EE | $15,815 | $9,865+60.3% | $9,331+69.5% | $6,507+143.0% |
| Admin fee / account holder | $2,993 | $17,692-83.1% | $16,305-81.6% | $12,624-76.3% |