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 | $76,762 | $177,572-56.8% | $154,803-50.4% | $142,382-46.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.29% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $8,012 | $4,810+66.5% | $4,305+86.1% | $4,299+86.4% |
| Participant deferral / active EE | $11,819 | $6,272+88.5% | $5,540+113.3% | $6,507+81.6% |
| Admin fee / account holder | $7,923 | $16,786-52.8% | $14,329-44.7% | $12,624-37.2% |