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 | $70,249 | $85,022-17.4% | $70,515-0.4% | $139,434-49.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 29.41% | 30.38%-1.0pp | 32.77%-3.4pp | 372.94%-343.5pp |
| Employer contribution / active EE | $7,564 | $3,909+93.5% | $2,973+154.4% | $4,751+59.2% |
| Participant deferral / active EE | $15,312 | $5,890+160.0% | $4,567+235.3% | $6,710+128.2% |
| Admin fee / account holder | $624 | $8,906-93.0% | $6,412-90.3% | $11,403-94.5% |