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 | $47,758 | $135,952-64.9% | $123,892-61.5% | $273,961-82.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.23% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,388 | $5,170-34.5% | $4,617-26.6% | $4,869-30.4% |
| Participant deferral / active EE | $7,167 | $6,343+13.0% | $5,984+19.8% | $5,287+35.6% |
| Admin fee / account holder | $7,440 | $9,817-24.2% | $8,357-11.0% | $10,132-26.6% |