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 | $75,782 | $133,922-43.4% | $116,228-34.8% | $142,382-46.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.70% | 147.76%-131.1pp | 90.06%-73.4pp | 217.08%-200.4pp |
| Employer contribution / active EE | $5,370 | $3,446+55.8% | $2,994+79.3% | $4,299+24.9% |
| Participant deferral / active EE | $4,027 | $5,672-29.0% | $4,953-18.7% | $6,507-38.1% |
| Admin fee / account holder | $2,922 | $14,945-80.5% | $11,989-75.6% | $12,624-76.9% |