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 | $82,769 | $177,572-53.4% | $154,803-46.5% | $142,382-41.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.74% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,297 | $4,810+10.1% | $4,305+23.0% | $4,299+23.2% |
| Participant deferral / active EE | $4,117 | $6,272-34.4% | $5,540-25.7% | $6,507-36.7% |
| Admin fee / account holder | $650 | $16,786-96.1% | $14,329-95.5% | $12,624-94.9% |