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 | $78,056 | $165,335-52.8% | $149,696-47.9% | $158,922-50.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.65% | 348.15%-330.5pp | 276.60%-259.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $3,316 | $5,103-35.0% | $4,644-28.6% | $4,761-30.3% |
| Participant deferral / active EE | $11,610 | $7,181+61.7% | $6,842+69.7% | $5,982+94.1% |
| Admin fee / account holder | $4,322 | $10,807-60.0% | $9,309-53.6% | $11,246-61.6% |