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 | $75,147 | $111,754-32.8% | $103,333-27.3% | $145,922-48.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.01% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,674 | $4,212-12.8% | $3,868-5.0% | $4,660-21.2% |
| Participant deferral / active EE | $5,916 | $5,619+5.3% | $5,057+17.0% | $6,688-11.5% |
| Admin fee / account holder | $896 | $9,750-90.8% | $8,355-89.3% | $13,397-93.3% |