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 5-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 | $74,539 | $114,381-34.8% | $107,525-30.7% | $142,382-47.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.00% | 242.71%-223.7pp | 181.32%-162.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,142 | $4,015-46.6% | $3,754-42.9% | $4,299-50.2% |
| Participant deferral / active EE | $11,253 | $5,564+102.2% | $5,116+120.0% | $6,507+72.9% |
| Admin fee / account holder | $1,975 | $9,860-80.0% | $8,919-77.9% | $12,624-84.4% |