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 | $75,623 | $135,952-44.4% | $123,892-39.0% | $273,961-72.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.09% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $9,806 | $5,170+89.7% | $4,617+112.4% | $4,869+101.4% |
| Participant deferral / active EE | $2,221 | $6,343-65.0% | $5,984-62.9% | $5,287-58.0% |
| Admin fee / account holder | $779 | $9,817-92.1% | $8,357-90.7% | $10,132-92.3% |