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 | $69,387 | $177,572-60.9% | $154,803-55.2% | $142,382-51.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.87% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $4,184 | $4,810-13.0% | $4,305-2.8% | $4,299-2.7% |
| Participant deferral / active EE | $10,908 | $6,272+73.9% | $5,540+96.9% | $6,507+67.6% |
| Admin fee / account holder | $7,661 | $16,786-54.4% | $14,329-46.5% | $12,624-39.3% |