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 4-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 | $79,137 | $117,983-32.9% | $101,794-22.3% | $142,382-44.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.19% | 36.92%-14.7pp | 30.53%-8.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,523 | $2,773-45.1% | $2,289-33.5% | $4,299-64.6% |
| Participant deferral / active EE | $9,902 | $4,714+110.1% | $4,084+142.5% | $6,507+52.2% |
| Admin fee / account holder | $2,065 | $10,433-80.2% | $8,777-76.5% | $12,624-83.6% |