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 | $67,681 | $197,591-65.7% | $177,821-61.9% | $158,922-57.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.72% | 58.76%-50.0pp | 48.32%-39.6pp | 302.83%-294.1pp |
| Employer contribution / active EE | $5,987 | $6,697-10.6% | $5,918+1.2% | $4,761+25.7% |
| Participant deferral / active EE | $17,984 | $8,405+114.0% | $7,714+133.1% | $5,982+200.6% |
| Admin fee / account holder | $514 | $15,399-96.7% | $12,427-95.9% | $11,246-95.4% |