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 | $75,914 | $177,572-57.2% | $154,803-51.0% | $142,382-46.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.59% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,489 | $4,810-48.3% | $4,305-42.2% | $4,299-42.1% |
| Participant deferral / active EE | $4,399 | $6,272-29.9% | $5,540-20.6% | $6,507-32.4% |
| Admin fee / account holder | $1,252 | $16,786-92.5% | $14,329-91.3% | $12,624-90.1% |