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 | $72,145 | $159,602-54.8% | $150,045-51.9% | $142,382-49.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.18% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $5,877 | $4,961+18.5% | $4,693+25.2% | $4,299+36.7% |
| Participant deferral / active EE | $10,024 | $8,310+20.6% | $7,997+25.3% | $6,507+54.0% |
| Admin fee / account holder | $759 | $14,846-94.9% | $13,435-94.4% | $12,624-94.0% |