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 | $73,178 | $144,119-49.2% | $117,854-37.9% | $147,584-50.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.33% | 531.15%-515.8pp | 335.08%-319.7pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,834 | $4,896-21.7% | $3,786+1.3% | $4,876-21.4% |
| Participant deferral / active EE | $6,507 | $5,316+22.4% | $4,482+45.2% | $5,439+19.6% |
| Admin fee / account holder | $3,381 | $10,886-68.9% | $8,020-57.8% | $10,885-68.9% |