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 | $74,216 | $181,894-59.2% | $156,549-52.6% | $273,961-72.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4820.75% | 30.74%+4790.0pp | 32.23%+4788.5pp | 41.45%+4779.3pp |
| Employer contribution / active EE | $3,255 | $6,248-47.9% | $5,501-40.8% | $4,869-33.1% |
| Participant deferral / active EE | $2,763 | $5,550-50.2% | $4,871-43.3% | $5,287-47.7% |
| Admin fee / account holder | $17,377 | $15,559+11.7% | $13,027+33.4% | $10,132+71.5% |