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 | $60,795 | $185,822-67.3% | $169,993-64.2% | $139,434-56.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.47% | 60.50%-41.0pp | 53.37%-33.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,572 | $7,590-66.1% | $6,785-62.1% | $4,751-45.9% |
| Participant deferral / active EE | $5,837 | $11,622-49.8% | $10,408-43.9% | $6,710-13.0% |
| Admin fee / account holder | $2,943 | $15,381-80.9% | $12,815-77.0% | $11,403-74.2% |