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 | $71,785 | $165,335-56.6% | $149,696-52.0% | $158,922-54.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.88% | 348.15%-339.3pp | 276.60%-267.7pp | 302.83%-293.9pp |
| Employer contribution / active EE | $17,650 | $5,103+245.9% | $4,644+280.0% | $4,761+270.7% |
| Participant deferral / active EE | $10,904 | $7,181+51.8% | $6,842+59.4% | $5,982+82.3% |
| Admin fee / account holder | $527 | $10,807-95.1% | $9,309-94.3% | $11,246-95.3% |