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 | $63,900 | $177,572-64.0% | $154,803-58.7% | $142,382-55.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.14% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,559 | $4,810+36.3% | $4,305+52.3% | $4,299+52.6% |
| Participant deferral / active EE | $4,715 | $6,272-24.8% | $5,540-14.9% | $6,507-27.5% |
| Admin fee / account holder | $2,909 | $16,786-82.7% | $14,329-79.7% | $12,624-77.0% |