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 | $65,927 | $111,754-41.0% | $103,333-36.2% | $145,922-54.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.00% | 24.77%-8.8pp | 24.88%-8.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $4,345 | $4,212+3.1% | $3,868+12.3% | $4,660-6.8% |
| Participant deferral / active EE | $15,346 | $5,619+173.1% | $5,057+203.4% | $6,688+129.5% |
| Admin fee / account holder | $4,495 | $9,750-53.9% | $8,355-46.2% | $13,397-66.4% |