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 | $71,778 | $165,335-56.6% | $149,696-52.1% | $158,922-54.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.11% | 348.15%-321.0pp | 276.60%-249.5pp | 302.83%-275.7pp |
| Employer contribution / active EE | $2,622 | $5,103-48.6% | $4,644-43.5% | $4,761-44.9% |
| Participant deferral / active EE | $5,955 | $7,181-17.1% | $6,842-13.0% | $5,982-0.4% |
| Admin fee / account holder | $355 | $10,807-96.7% | $9,309-96.2% | $11,246-96.8% |