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 10-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 | $55,894 | $165,335-66.2% | $149,696-62.7% | $158,922-64.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.63% | 348.15%-338.5pp | 276.60%-267.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $5,315 | $5,103+4.2% | $4,644+14.4% | $4,761+11.6% |
| Participant deferral / active EE | $8,736 | $7,181+21.7% | $6,842+27.7% | $5,982+46.0% |
| Admin fee / account holder | $9,359 | $10,807-13.4% | $9,309+0.5% | $11,246-16.8% |