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 | $74,523 | $133,922-44.4% | $116,228-35.9% | $142,382-47.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 10.44% | 147.76%-137.3pp | 90.06%-79.6pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,157 | $3,446-37.4% | $2,994-28.0% | $4,299-49.8% |
| Participant deferral / active EE | $4,917 | $5,672-13.3% | $4,953-0.7% | $6,507-24.4% |
| Admin fee / account holder | $11,304 | $14,945-24.4% | $11,989-5.7% | $12,624-10.5% |