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 | $77,896 | $163,101-52.2% | $136,749-43.0% | $142,382-45.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.72% | 27.54%-12.8pp | 24.33%-9.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $7,412 | $4,117+80.1% | $3,400+118.0% | $4,299+72.4% |
| Participant deferral / active EE | $7,871 | $5,585+40.9% | $4,692+67.8% | $6,507+21.0% |
| Admin fee / account holder | $49,866 | $14,318+248.3% | $11,386+338.0% | $12,624+295.0% |