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 | $81,071 | $176,056-54.0% | $159,436-49.2% | $167,490-51.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.97% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,741 | $5,297-67.1% | $4,829-64.0% | $4,837-64.0% |
| Participant deferral / active EE | $6,184 | $7,750-20.2% | $7,352-15.9% | $6,341-2.5% |
| Admin fee / account holder | $8,593 | $12,554-31.6% | $10,799-20.4% | $12,309-30.2% |