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 8-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 | $67,775 | $122,239-44.6% | $184,203-63.2% | $74,495-9.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 20.28% | 19.95%+0.3pp | 28.81%-8.5pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $5,713 | $4,537+25.9% | $6,427-11.1% | $2,623+117.8% |
| Participant deferral / active EE | $9,017 | $7,139+26.3% | $9,131-1.2% | $4,346+107.5% |
| Admin fee / account holder | $3,574 | $1,260+183.7% | $13,901-74.3% | $1,942+84.0% |