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 | $70,001 | $176,056-60.2% | $159,436-56.1% | $167,490-58.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.13% | 331.75%-315.6pp | 263.57%-247.4pp | 478.56%-462.4pp |
| Employer contribution / active EE | $3,806 | $5,297-28.1% | $4,829-21.2% | $4,837-21.3% |
| Participant deferral / active EE | $6,077 | $7,750-21.6% | $7,352-17.3% | $6,341-4.2% |
| Admin fee / account holder | $7,027 | $12,554-44.0% | $10,799-34.9% | $12,309-42.9% |