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 | $78,683 | $183,963-57.2% | $162,163-51.5% | $152,861-48.5% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 14.17% | 150.76%-136.6pp | 115.59%-101.4pp | 345.32%-331.1pp |
| Employer contribution / active EE | $3,415 | $6,371-46.4% | $5,614-39.2% | $4,762-28.3% |
| Participant deferral / active EE | $4,275 | $8,034-46.8% | $7,298-41.4% | $5,850-26.9% |
| Admin fee / account holder | $4,663 | $13,121-64.5% | $10,843-57.0% | $11,596-59.8% |