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 | $72,697 | $165,335-56.0% | $149,696-51.4% | $158,922-54.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.46% | 348.15%-329.7pp | 276.60%-258.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $5,772 | $5,103+13.1% | $4,644+24.3% | $4,761+21.2% |
| Participant deferral / active EE | $6,765 | $7,181-5.8% | $6,842-1.1% | $5,982+13.1% |
| Admin fee / account holder | $3,098 | $10,807-71.3% | $9,309-66.7% | $11,246-72.4% |