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 | $59,324 | $114,381-48.1% | $107,525-44.8% | $142,382-58.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.26% | 242.71%-224.4pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,328 | $4,015-42.0% | $3,754-38.0% | $4,299-45.8% |
| Participant deferral / active EE | $14,291 | $5,564+156.8% | $5,116+179.4% | $6,507+119.6% |
| Admin fee / account holder | $683 | $9,860-93.1% | $8,919-92.3% | $12,624-94.6% |