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 | $76,508 | $159,602-52.1% | $150,045-49.0% | $142,382-46.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.30% | 70.24%-44.9pp | 62.55%-37.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $2,484 | $4,961-49.9% | $4,693-47.1% | $4,299-42.2% |
| Participant deferral / active EE | $15,740 | $8,310+89.4% | $7,997+96.8% | $6,507+141.9% |
| Admin fee / account holder | $5,711 | $14,846-61.5% | $13,435-57.5% | $12,624-54.8% |