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 | $78,340 | $124,881-37.3% | $209,409-62.6% | $116,875-33.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.4%+19.6pp | 74.5%+25.5pp |
| Annual return | 15.68% | 14.56%+1.1pp | 159.49%-143.8pp | 16.29%-0.6pp |
| Employer contribution / active EE | $2,638 | $2,588+2.0% | $5,035-47.6% | $3,288-19.8% |
| Participant deferral / active EE | $4,255 | $3,793+12.2% | $4,230+0.6% | $3,885+9.5% |
| Admin fee / account holder | $2,402 | $12,933-81.4% | $16,474-85.4% | $12,263-80.4% |