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 | $74,764 | $165,335-54.8% | $149,696-50.1% | $158,922-53.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.35% | 348.15%-330.8pp | 276.60%-259.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,510 | $5,103-50.8% | $4,644-46.0% | $4,761-47.3% |
| Participant deferral / active EE | $13,110 | $7,181+82.6% | $6,842+91.6% | $5,982+119.2% |
| Admin fee / account holder | $799 | $10,807-92.6% | $9,309-91.4% | $11,246-92.9% |