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 | $79,875 | $183,519-56.5% | $155,509-48.6% | $145,922-45.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.18% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,667 | $5,313-49.8% | $4,672-42.9% | $4,660-42.8% |
| Participant deferral / active EE | $6,099 | $6,462-5.6% | $5,626+8.4% | $6,688-8.8% |
| Admin fee / account holder | $926 | $19,313-95.2% | $15,912-94.2% | $13,397-93.1% |