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 | $72,415 | $183,519-60.5% | $155,509-53.4% | $145,922-50.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.65% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.6pp |
| Employer contribution / active EE | $5,271 | $5,313-0.8% | $4,672+12.8% | $4,660+13.1% |
| Participant deferral / active EE | $3,515 | $6,462-45.6% | $5,626-37.5% | $6,688-47.4% |
| Admin fee / account holder | $3,854 | $19,313-80.0% | $15,912-75.8% | $13,397-71.2% |