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 | $73,401 | $135,952-46.0% | $123,892-40.8% | $273,961-73.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.47% | 56.63%-52.2pp | 47.52%-43.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $8,885 | $5,170+71.9% | $4,617+92.4% | $4,869+82.5% |
| Participant deferral / active EE | $5,690 | $6,343-10.3% | $5,984-4.9% | $5,287+7.6% |
| Admin fee / account holder | $1,475 | $9,817-85.0% | $8,357-82.4% | $10,132-85.4% |