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 | $79,619 | $95,266-16.4% | $82,389-3.4% | $142,382-44.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.46% | 25.74%-11.3pp | 28.67%-14.2pp | 217.08%-202.6pp |
| Employer contribution / active EE | $7,255 | $2,991+142.5% | $2,517+188.2% | $4,299+68.7% |
| Participant deferral / active EE | $7,257 | $4,809+50.9% | $4,155+74.7% | $6,507+11.5% |
| Admin fee / account holder | $3,193 | $8,563-62.7% | $7,231-55.8% | $12,624-74.7% |