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 | $70,675 | $198,466-64.4% | $170,442-58.5% | $147,584-52.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.70% | 257.29%-247.6pp | 205.93%-196.2pp | 578.55%-568.9pp |
| Employer contribution / active EE | $5,509 | $6,184-10.9% | $5,433+1.4% | $4,876+13.0% |
| Participant deferral / active EE | $3,693 | $5,629-34.4% | $4,939-25.2% | $5,439-32.1% |
| Admin fee / account holder | $3,403 | $16,852-79.8% | $13,880-75.5% | $10,885-68.7% |