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 | $40,083 | $181,894-78.0% | $156,549-74.4% | $273,961-85.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.40% | 30.74%-20.3pp | 32.23%-21.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $3,017 | $6,248-51.7% | $5,501-45.2% | $4,869-38.0% |
| Participant deferral / active EE | $3,750 | $5,550-32.4% | $4,871-23.0% | $5,287-29.1% |
| Admin fee / account holder | $1,094 | $15,559-93.0% | $13,027-91.6% | $10,132-89.2% |