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 | $73,241 | $102,828-28.8% | $105,387-30.5% | $152,861-52.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.22% | 20.85%+3.4pp | 26.82%-2.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $5,042 | $4,473+12.7% | $4,213+19.7% | $4,762+5.9% |
| Participant deferral / active EE | $10,764 | $5,465+97.0% | $5,502+95.6% | $5,850+84.0% |
| Admin fee / account holder | $3,768 | $8,683-56.6% | $6,559-42.5% | $11,596-67.5% |