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 | $66,488 | $165,335-59.8% | $149,696-55.6% | $158,922-58.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 17.42% | 348.15%-330.7pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $4,418 | $5,103-13.4% | $4,644-4.9% | $4,761-7.2% |
| Participant deferral / active EE | $4,901 | $7,181-31.8% | $6,842-28.4% | $5,982-18.1% |
| Admin fee / account holder | $11,779 | $10,807+9.0% | $9,309+26.5% | $11,246+4.7% |