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 | $61,311 | $152,587-59.8% | $125,175-51.0% | $152,861-59.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 13.34% | 54.84%-41.5pp | 43.79%-30.4pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,433 | $4,946-71.0% | $3,865-62.9% | $4,762-69.9% |
| Participant deferral / active EE | $2,383 | $5,868-59.4% | $4,937-51.7% | $5,850-59.3% |
| Admin fee / account holder | $1,574 | $13,434-88.3% | $9,702-83.8% | $11,596-86.4% |