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 5-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 | $70,665 | $124,281-43.1% | $109,143-35.3% | $167,490-57.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.64% | 26.04%-11.4pp | 25.75%-11.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $8,023 | $4,207+90.7% | $3,722+115.6% | $4,837+65.8% |
| Participant deferral / active EE | $3,505 | $5,255-33.3% | $4,653-24.7% | $6,341-44.7% |
| Admin fee / account holder | $1,129 | $7,970-85.8% | $6,752-83.3% | $12,309-90.8% |