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 | $81,494 | $165,335-50.7% | $149,696-45.6% | $158,922-48.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.31% | 348.15%-332.8pp | 276.60%-261.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $11,241 | $5,103+120.3% | $4,644+142.0% | $4,761+136.1% |
| Participant deferral / active EE | $4,487 | $7,181-37.5% | $6,842-34.4% | $5,982-25.0% |
| Admin fee / account holder | $1,241 | $10,807-88.5% | $9,309-86.7% | $11,246-89.0% |