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 | $62,512 | $177,572-64.8% | $154,803-59.6% | $142,382-56.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.10% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,691 | $4,810-64.8% | $4,305-60.7% | $4,299-60.7% |
| Participant deferral / active EE | $7,367 | $6,272+17.5% | $5,540+33.0% | $6,507+13.2% |
| Admin fee / account holder | $22,331 | $16,786+33.0% | $14,329+55.8% | $12,624+76.9% |