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 | $77,778 | $198,466-60.8% | $170,442-54.4% | $147,584-47.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.14% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $4,535 | $6,184-26.7% | $5,433-16.5% | $4,876-7.0% |
| Participant deferral / active EE | $8,430 | $5,629+49.7% | $4,939+70.7% | $5,439+55.0% |
| Admin fee / account holder | $5,692 | $16,852-66.2% | $13,880-59.0% | $10,885-47.7% |