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 | $71,740 | $162,781-55.9% | $133,956-46.4% | $158,922-54.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 25.12% | 41.94%-16.8pp | 45.09%-20.0pp | 302.83%-277.7pp |
| Employer contribution / active EE | $15,972 | $4,975+221.0% | $3,919+307.6% | $4,761+235.5% |
| Participant deferral / active EE | $4,075 | $5,911-31.1% | $5,048-19.3% | $5,982-31.9% |
| Admin fee / account holder | $36,309 | $11,736+209.4% | $8,927+306.7% | $11,246+222.9% |