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 | $74,679 | $177,572-57.9% | $154,803-51.8% | $142,382-47.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.70% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,665 | $4,810-23.8% | $4,305-14.9% | $4,299-14.7% |
| Participant deferral / active EE | $4,021 | $6,272-35.9% | $5,540-27.4% | $6,507-38.2% |
| Admin fee / account holder | $17,522 | $16,786+4.4% | $14,329+22.3% | $12,624+38.8% |