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 | $94,756 | $176,056-46.2% | $159,436-40.6% | $167,490-43.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.84% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $4,480 | $5,297-15.4% | $4,829-7.2% | $4,837-7.4% |
| Participant deferral / active EE | $2,717 | $7,750-64.9% | $7,352-63.0% | $6,341-57.2% |
| Admin fee / account holder | $822 | $12,554-93.5% | $10,799-92.4% | $12,309-93.3% |