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 | $74,850 | $177,572-57.8% | $154,803-51.6% | $142,382-47.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.45% | 65.07%-50.6pp | 58.88%-44.4pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,491 | $4,810-69.0% | $4,305-65.4% | $4,299-65.3% |
| Participant deferral / active EE | $2,083 | $6,272-66.8% | $5,540-62.4% | $6,507-68.0% |
| Admin fee / account holder | $30,601 | $16,786+82.3% | $14,329+113.6% | $12,624+142.4% |