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 9-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 | $72,390 | $165,335-56.2% | $149,696-51.6% | $158,922-54.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.43% | 348.15%-337.7pp | 276.60%-266.2pp | 302.83%-292.4pp |
| Employer contribution / active EE | $2,259 | $5,103-55.7% | $4,644-51.4% | $4,761-52.6% |
| Participant deferral / active EE | $11,728 | $7,181+63.3% | $6,842+71.4% | $5,982+96.0% |
| Admin fee / account holder | $397 | $10,807-96.3% | $9,309-95.7% | $11,246-96.5% |