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 | $66,076 | $78,672-16.0% | $109,143-39.5% | $85,850-23.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 23.62% | 25.09%-1.5pp | 25.75%-2.1pp | 318.53%-294.9pp |
| Employer contribution / active EE | $2,073 | $2,735-24.2% | $3,722-44.3% | $2,565-19.2% |
| Participant deferral / active EE | $3,763 | $3,467+8.5% | $4,653-19.1% | $3,952-4.8% |
| Admin fee / account holder | $5,304 | $5,469-3.0% | $6,752-21.4% | $6,260-15.3% |