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 6-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 | $68,647 | $117,983-41.8% | $101,794-32.6% | $142,382-51.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.78% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $899 | $2,773-67.6% | $2,289-60.7% | $4,299-79.1% |
| Participant deferral / active EE | $11,800 | $4,714+150.3% | $4,084+188.9% | $6,507+81.3% |
| Admin fee / account holder | $533 | $10,433-94.9% | $8,777-93.9% | $12,624-95.8% |