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 | $77,966 | $149,734-47.9% | $118,925-34.4% | $158,922-50.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.77% | 19.95%-2.2pp | 35.88%-18.1pp | 302.83%-285.1pp |
| Employer contribution / active EE | $3,967 | $4,115-3.6% | $3,263+21.6% | $4,761-16.7% |
| Participant deferral / active EE | $3,859 | $5,223-26.1% | $4,265-9.5% | $5,982-35.5% |
| Admin fee / account holder | $2,045 | $8,603-76.2% | $6,581-68.9% | $11,246-81.8% |