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 5-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 | $74,972 | $95,561-21.5% | $77,163-2.8% | $139,434-46.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.25% | 54.92%-43.7pp | 37.87%-26.6pp | 372.94%-361.7pp |
| Employer contribution / active EE | $614 | $3,147-80.5% | $2,535-75.8% | $4,751-87.1% |
| Participant deferral / active EE | $10,008 | $4,624+116.5% | $3,833+161.1% | $6,710+49.1% |
| Admin fee / account holder | $306 | $8,295-96.3% | $5,472-94.4% | $11,403-97.3% |