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 | $80,825 | $165,335-51.1% | $149,696-46.0% | $158,922-49.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 23.84% | 348.15%-324.3pp | 276.60%-252.8pp | 302.83%-279.0pp |
| Employer contribution / active EE | $2,634 | $5,103-48.4% | $4,644-43.3% | $4,761-44.7% |
| Participant deferral / active EE | $6,257 | $7,181-12.9% | $6,842-8.6% | $5,982+4.6% |
| Admin fee / account holder | $1,045 | $10,807-90.3% | $9,309-88.8% | $11,246-90.7% |