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 | $73,707 | $114,381-35.6% | $107,525-31.5% | $142,382-48.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 14.07% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,770 | $4,015-6.1% | $3,754+0.4% | $4,299-12.3% |
| Participant deferral / active EE | $11,312 | $5,564+103.3% | $5,116+121.1% | $6,507+73.8% |
| Admin fee / account holder | $184,942 | $9,860+1775.7% | $8,919+1973.6% | $12,624+1365.0% |