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 | $83,814 | $171,164-51.0% | $127,761-34.4% | $152,861-45.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 23.42% | 23.54%-0.1pp | 26.14%-2.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $8,013 | $5,447+47.1% | $4,574+75.2% | $4,762+68.3% |
| Participant deferral / active EE | $15,427 | $7,038+119.2% | $6,021+156.2% | $5,850+163.7% |
| Admin fee / account holder | $5,382 | $14,530-63.0% | $9,395-42.7% | $11,596-53.6% |