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 | $70,450 | $104,974-32.9% | $95,585-26.3% | $142,382-50.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.10% | 210.33%-197.2pp | 38.56%-25.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,774 | $2,779-0.2% | $2,527+9.8% | $4,299-35.5% |
| Participant deferral / active EE | $2,854 | $4,352-34.4% | $4,023-29.1% | $6,507-56.1% |
| Admin fee / account holder | $414 | $6,386-93.5% | $6,127-93.2% | $12,624-96.7% |