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 6-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 | $74,098 | $114,381-35.2% | $107,525-31.1% | $142,382-48.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.60% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,454 | $4,015+10.9% | $3,754+18.7% | $4,299+3.6% |
| Participant deferral / active EE | $7,511 | $5,564+35.0% | $5,116+46.8% | $6,507+15.4% |
| Admin fee / account holder | $3,439 | $9,860-65.1% | $8,919-61.4% | $12,624-72.8% |