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 | $75,026 | $209,832-64.2% | $189,513-60.4% | $167,490-55.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.38% | 748.27%-728.9pp | 555.15%-535.8pp | 478.56%-459.2pp |
| Employer contribution / active EE | $3,609 | $6,914-47.8% | $6,162-41.4% | $4,837-25.4% |
| Participant deferral / active EE | $8,961 | $8,935+0.3% | $8,221+9.0% | $6,341+41.3% |
| Admin fee / account holder | $2,122 | $14,293-85.2% | $12,045-82.4% | $12,309-82.8% |