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 | $75,138 | $80,968-7.2% | $96,544-22.2% | $75,1630% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 20.03% | 27.06%-7.0pp | 25.84%-5.8pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,182 | $2,282-4.4% | $2,965-26.4% | $2,670-18.3% |
| Participant deferral / active EE | $0 | $3,928-100.0% | $4,851-100.0% | $4,125-100.0% |
| Admin fee / account holder | $9,659 | $6,724+43.6% | $8,252+17.0% | $5,651+70.9% |