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 | $82,717 | $176,056-53.0% | $159,436-48.1% | $167,490-50.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.73% | 331.75%-314.0pp | 263.57%-245.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $2,778 | $5,297-47.6% | $4,829-42.5% | $4,837-42.6% |
| Participant deferral / active EE | $3,492 | $7,750-54.9% | $7,352-52.5% | $6,341-44.9% |
| Admin fee / account holder | $35,233 | $12,554+180.7% | $10,799+226.3% | $12,309+186.2% |