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 | $63,877 | $228,332-72.0% | $185,823-65.6% | $158,922-59.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 19.89% | 40.80%-20.9pp | 35.95%-16.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $4,591 | $4,967-7.6% | $4,087+12.3% | $4,761-3.6% |
| Participant deferral / active EE | $4,879 | $6,415-23.9% | $5,632-13.4% | $5,982-18.4% |
| Admin fee / account holder | $695 | $11,864-94.1% | $9,500-92.7% | $11,246-93.8% |