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 | $76,255 | $177,572-57.1% | $154,803-50.7% | $142,382-46.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.14% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $5,977 | $4,810+24.2% | $4,305+38.8% | $4,299+39.0% |
| Participant deferral / active EE | $9,493 | $6,272+51.4% | $5,540+71.3% | $6,507+45.9% |
| Admin fee / account holder | $3,071 | $16,786-81.7% | $14,329-78.6% | $12,624-75.7% |