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 | $70,663 | $157,256-55.1% | $141,162-49.9% | $152,861-53.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.04% | 64.32%-40.3pp | 71.39%-47.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $4,389 | $5,261-16.6% | $4,735-7.3% | $4,762-7.8% |
| Participant deferral / active EE | $7,309 | $7,109+2.8% | $6,709+8.9% | $5,850+24.9% |
| Admin fee / account holder | $4,210 | $12,120-65.3% | $10,261-59.0% | $11,596-63.7% |