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 | $74,457 | $127,065-41.4% | $113,168-34.2% | $142,382-47.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.50% | 24.03%-11.5pp | 24.27%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,084 | $3,442-39.4% | $2,975-29.9% | $4,299-51.5% |
| Participant deferral / active EE | $6,244 | $5,716+9.2% | $5,107+22.3% | $6,507-4.0% |
| Admin fee / account holder | $565 | $15,736-96.4% | $12,068-95.3% | $12,624-95.5% |