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 | $70,699 | $95,266-25.8% | $82,389-14.2% | $142,382-50.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.89% | 25.74%-7.9pp | 28.67%-10.8pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,346 | $2,991+11.9% | $2,517+32.9% | $4,299-22.2% |
| Participant deferral / active EE | $11,075 | $4,809+130.3% | $4,155+166.6% | $6,507+70.2% |
| Admin fee / account holder | $1,516 | $8,563-82.3% | $7,231-79.0% | $12,624-88.0% |