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 9-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 | $77,080 | $106,584-27.7% | $101,326-23.9% | $142,382-45.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.19% | 36.93%-18.7pp | 36.82%-18.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,372 | $3,956-14.8% | $3,665-8.0% | $4,299-21.6% |
| Participant deferral / active EE | $8,253 | $8,297-0.5% | $7,994+3.2% | $6,507+26.8% |
| Admin fee / account holder | $14,542 | $11,446+27.0% | $11,185+30.0% | $12,624+15.2% |