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 | $72,518 | $176,056-58.8% | $159,436-54.5% | $167,490-56.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.87% | 331.75%-313.9pp | 263.57%-245.7pp | 478.56%-460.7pp |
| Employer contribution / active EE | $2,281 | $5,297-56.9% | $4,829-52.8% | $4,837-52.8% |
| Participant deferral / active EE | $7,702 | $7,750-0.6% | $7,352+4.8% | $6,341+21.5% |
| Admin fee / account holder | $6,683 | $12,554-46.8% | $10,799-38.1% | $12,309-45.7% |