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 | $58,655 | $114,381-48.7% | $107,525-45.4% | $142,382-58.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.56% | 242.71%-229.1pp | 181.32%-167.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,158 | $4,015+3.6% | $3,754+10.8% | $4,299-3.3% |
| Participant deferral / active EE | $7,982 | $5,564+43.5% | $5,116+56.0% | $6,507+22.7% |
| Admin fee / account holder | $6,645 | $9,860-32.6% | $8,919-25.5% | $12,624-47.4% |