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 | $69,878 | $198,466-64.8% | $170,442-59.0% | $147,584-52.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 27.39% | 257.29%-229.9pp | 205.93%-178.5pp | 578.55%-551.2pp |
| Employer contribution / active EE | $3,198 | $6,184-48.3% | $5,433-41.1% | $4,876-34.4% |
| Participant deferral / active EE | $9,487 | $5,629+68.5% | $4,939+92.1% | $5,439+74.4% |
| Admin fee / account holder | $1,308 | $16,852-92.2% | $13,880-90.6% | $10,885-88.0% |