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 | $77,782 | $198,466-60.8% | $170,442-54.4% | $147,584-47.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.74% | 257.29%-240.6pp | 205.93%-189.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $5,169 | $6,184-16.4% | $5,433-4.8% | $4,876+6.0% |
| Participant deferral / active EE | $2,205 | $5,629-60.8% | $4,939-55.4% | $5,439-59.5% |
| Admin fee / account holder | $4,452 | $16,852-73.6% | $13,880-67.9% | $10,885-59.1% |