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 8-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 | $56,992 | $163,101-65.1% | $136,749-58.3% | $142,382-60.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.67% | 27.54%-9.9pp | 24.33%-6.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,872 | $4,117-30.2% | $3,400-15.5% | $4,299-33.2% |
| Participant deferral / active EE | $8,181 | $5,585+46.5% | $4,692+74.4% | $6,507+25.7% |
| Admin fee / account holder | $25,207 | $14,318+76.0% | $11,386+121.4% | $12,624+99.7% |