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 | $77,645 | $214,378-63.8% | $200,582-61.3% | $142,382-45.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.12% | 46.41%-33.3pp | 42.33%-29.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,575 | $6,841-77.0% | $6,419-75.5% | $4,299-63.4% |
| Participant deferral / active EE | $4,563 | $9,865-53.7% | $9,331-51.1% | $6,507-29.9% |
| Admin fee / account holder | $14,810 | $17,692-16.3% | $16,305-9.2% | $12,624+17.3% |