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 | $74,352 | $112,881-34.1% | $90,951-18.3% | $158,922-53.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.72% | 215.79%-196.1pp | 134.60%-114.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $3,372 | $2,893+16.6% | $2,122+58.9% | $4,761-29.2% |
| Participant deferral / active EE | $2,657 | $4,128-35.6% | $3,373-21.2% | $5,982-55.6% |
| Admin fee / account holder | $2,185 | $8,041-72.8% | $5,959-63.3% | $11,246-80.6% |