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 | $68,478 | $179,726-61.9% | $156,263-56.2% | $142,382-51.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.88% | 77.86%-65.0pp | 59.47%-46.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,547 | $5,069-49.8% | $4,333-41.2% | $4,299-40.8% |
| Participant deferral / active EE | $2,929 | $6,956-57.9% | $6,158-52.4% | $6,507-55.0% |
| Admin fee / account holder | $501 | $17,272-97.1% | $14,255-96.5% | $12,624-96.0% |