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 | $79,657 | $228,332-65.1% | $185,823-57.1% | $158,922-49.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.47% | 40.80%-15.3pp | 35.95%-10.5pp | 302.83%-277.4pp |
| Employer contribution / active EE | $4,461 | $4,967-10.2% | $4,087+9.1% | $4,761-6.3% |
| Participant deferral / active EE | $1,344 | $6,415-79.0% | $5,632-76.1% | $5,982-77.5% |
| Admin fee / account holder | $22,979 | $11,864+93.7% | $9,500+141.9% | $11,246+104.3% |