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 | $75,695 | $198,466-61.9% | $170,442-55.6% | $147,584-48.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.44% | 257.29%-241.9pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $8,375 | $6,184+35.4% | $5,433+54.2% | $4,876+71.8% |
| Participant deferral / active EE | $3,259 | $5,629-42.1% | $4,939-34.0% | $5,439-40.1% |
| Admin fee / account holder | $30,063 | $16,852+78.4% | $13,880+116.6% | $10,885+176.2% |