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 | $70,106 | $198,466-64.7% | $170,442-58.9% | $147,584-52.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.22% | 257.29%-238.1pp | 205.93%-186.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $6,416 | $6,184+3.8% | $5,433+18.1% | $4,876+31.6% |
| Participant deferral / active EE | $4,902 | $5,629-12.9% | $4,939-0.8% | $5,439-9.9% |
| Admin fee / account holder | $3,261 | $16,852-80.6% | $13,880-76.5% | $10,885-70.0% |