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 | $59,891 | $165,335-63.8% | $149,696-60.0% | $158,922-62.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.30% | 348.15%-327.8pp | 276.60%-256.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,286 | $5,103-55.2% | $4,644-50.8% | $4,761-52.0% |
| Participant deferral / active EE | $8,865 | $7,181+23.4% | $6,842+29.6% | $5,982+48.2% |
| Admin fee / account holder | $3,980 | $10,807-63.2% | $9,309-57.2% | $11,246-64.6% |