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 | $65,724 | $165,335-60.2% | $149,696-56.1% | $158,922-58.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.97% | 348.15%-339.2pp | 276.60%-267.6pp | 302.83%-293.9pp |
| Employer contribution / active EE | $2,517 | $5,103-50.7% | $4,644-45.8% | $4,761-47.1% |
| Participant deferral / active EE | $2,531 | $7,181-64.7% | $6,842-63.0% | $5,982-57.7% |
| Admin fee / account holder | $116,292 | $10,807+976.1% | $9,309+1149.3% | $11,246+934.1% |