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 | $63,522 | $100,773-37.0% | $88,946-28.6% | $142,382-55.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.70% | 70.18%-50.5pp | 57.82%-38.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,443 | $2,918-50.5% | $2,555-43.5% | $4,299-66.4% |
| Participant deferral / active EE | $2,017 | $5,230-61.4% | $4,581-56.0% | $6,507-69.0% |
| Admin fee / account holder | $3,457 | $9,693-64.3% | $8,261-58.2% | $12,624-72.6% |