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 4-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 | $57,966 | $117,983-50.9% | $101,794-43.1% | $142,382-59.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.87% | 36.92%-16.0pp | 30.53%-9.7pp | 217.08%-196.2pp |
| Employer contribution / active EE | $1,568 | $2,773-43.4% | $2,289-31.5% | $4,299-63.5% |
| Participant deferral / active EE | $11,104 | $4,714+135.6% | $4,084+171.9% | $6,507+70.6% |
| Admin fee / account holder | $1,488 | $10,433-85.7% | $8,777-83.0% | $12,624-88.2% |