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 3-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 | $86,221 | $114,381-24.6% | $107,525-19.8% | $142,382-39.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.15% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,390 | $4,015-65.4% | $3,754-63.0% | $4,299-67.7% |
| Participant deferral / active EE | $13,534 | $5,564+143.2% | $5,116+164.6% | $6,507+108.0% |
| Admin fee / account holder | $575 | $9,860-94.2% | $8,919-93.6% | $12,624-95.4% |