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 | $84,700 | $114,381-25.9% | $107,525-21.2% | $142,382-40.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.95% | 242.71%-222.8pp | 181.32%-161.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $5,684 | $4,015+41.6% | $3,754+51.4% | $4,299+32.2% |
| Participant deferral / active EE | $6,807 | $5,564+22.3% | $5,116+33.1% | $6,507+4.6% |
| Admin fee / account holder | $394 | $9,860-96.0% | $8,919-95.6% | $12,624-96.9% |