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 | $77,363 | $157,256-50.8% | $141,162-45.2% | $152,861-49.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.36% | 64.32%-45.0pp | 71.39%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,029 | $5,261-80.4% | $4,735-78.3% | $4,762-78.4% |
| Participant deferral / active EE | $3,172 | $7,109-55.4% | $6,709-52.7% | $5,850-45.8% |
| Admin fee / account holder | $5,692 | $12,120-53.0% | $10,261-44.5% | $11,596-50.9% |