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 | $41,799 | $148,534-71.9% | $135,903-69.2% | $139,434-70.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.01% | 79.19%-66.2pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $4,529 | $5,243-13.6% | $4,856-6.7% | $4,751-4.7% |
| Participant deferral / active EE | $7,280 | $8,100-10.1% | $7,758-6.2% | $6,710+8.5% |
| Admin fee / account holder | $10,012 | $12,400-19.3% | $10,762-7.0% | $11,403-12.2% |