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 | $70,277 | $162,781-56.8% | $133,956-47.5% | $158,922-55.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.96% | 41.94%-26.0pp | 45.09%-29.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,013 | $4,975-39.4% | $3,919-23.1% | $4,761-36.7% |
| Participant deferral / active EE | $10,950 | $5,911+85.2% | $5,048+116.9% | $5,982+83.0% |
| Admin fee / account holder | $3,976 | $11,736-66.1% | $8,927-55.5% | $11,246-64.6% |