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 7-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 | $60,559 | $114,381-47.1% | $107,525-43.7% | $142,382-57.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.97% | 242.71%-226.7pp | 181.32%-165.4pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,484 | $4,015-13.2% | $3,754-7.2% | $4,299-19.0% |
| Participant deferral / active EE | $6,581 | $5,564+18.3% | $5,116+28.7% | $6,507+1.1% |
| Admin fee / account holder | $2,233 | $9,860-77.4% | $8,919-75.0% | $12,624-82.3% |