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 | $66,940 | $165,335-59.5% | $149,696-55.3% | $158,922-57.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.72% | 348.15%-323.4pp | 276.60%-251.9pp | 302.83%-278.1pp |
| Employer contribution / active EE | $5,239 | $5,103+2.7% | $4,644+12.8% | $4,761+10.0% |
| Participant deferral / active EE | $8,835 | $7,181+23.0% | $6,842+29.1% | $5,982+47.7% |
| Admin fee / account holder | $4,610 | $10,807-57.3% | $9,309-50.5% | $11,246-59.0% |