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 | $80,649 | $104,974-23.2% | $95,585-15.6% | $142,382-43.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.72% | 210.33%-193.6pp | 38.56%-21.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,032 | $2,779-62.9% | $2,527-59.2% | $4,299-76.0% |
| Participant deferral / active EE | $769 | $4,352-82.3% | $4,023-80.9% | $6,507-88.2% |
| Admin fee / account holder | $685 | $6,386-89.3% | $6,127-88.8% | $12,624-94.6% |