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 | $73,749 | $104,974-29.7% | $95,585-22.8% | $142,382-48.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.62% | 210.33%-190.7pp | 38.56%-18.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,248 | $2,779+52.9% | $2,527+68.1% | $4,299-1.2% |
| Participant deferral / active EE | $16,454 | $4,352+278.1% | $4,023+309.0% | $6,507+152.9% |
| Admin fee / account holder | $5,220 | $6,386-18.3% | $6,127-14.8% | $12,624-58.6% |