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 | $78,639 | $135,952-42.2% | $123,892-36.5% | $273,961-71.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.11% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,529 | $5,170-70.4% | $4,617-66.9% | $4,869-68.6% |
| Participant deferral / active EE | $2,414 | $6,343-61.9% | $5,984-59.7% | $5,287-54.3% |
| Admin fee / account holder | $3,000 | $9,817-69.4% | $8,357-64.1% | $10,132-70.4% |