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 | $68,494 | $165,335-58.6% | $149,696-54.2% | $158,922-56.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.84% | 348.15%-329.3pp | 276.60%-257.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,953 | $5,103-22.5% | $4,644-14.9% | $4,761-17.0% |
| Participant deferral / active EE | $9,644 | $7,181+34.3% | $6,842+41.0% | $5,982+61.2% |
| Admin fee / account holder | $10,635 | $10,807-1.6% | $9,309+14.2% | $11,246-5.4% |