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 | $62,990 | $159,602-60.5% | $150,045-58.0% | $142,382-55.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.68% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $9,599 | $4,961+93.5% | $4,693+104.5% | $4,299+123.3% |
| Participant deferral / active EE | $4,978 | $8,310-40.1% | $7,997-37.8% | $6,507-23.5% |
| Admin fee / account holder | $8,715 | $14,846-41.3% | $13,435-35.1% | $12,624-31.0% |