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 3-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 | $77,884 | $118,427-34.2% | $66,042+17.9% | $142,382-45.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 13.08% | 35.57%-22.5pp | 52.11%-39.0pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,425 | $2,570-5.6% | $1,579+53.6% | $4,299-43.6% |
| Participant deferral / active EE | $2,852 | $4,311-33.8% | $2,835+0.6% | $6,507-56.2% |
| Admin fee / account holder | $3,927 | $9,593-59.1% | $5,747-31.7% | $12,624-68.9% |