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 | $66,541 | $100,773-34.0% | $88,946-25.2% | $142,382-53.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.32% | 70.18%-51.9pp | 57.82%-39.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $8,465 | $2,918+190.1% | $2,555+231.3% | $4,299+96.9% |
| Participant deferral / active EE | $19,463 | $5,230+272.1% | $4,581+324.8% | $6,507+199.1% |
| Admin fee / account holder | $4,205 | $9,693-56.6% | $8,261-49.1% | $12,624-66.7% |