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 | $78,457 | $107,452-27.0% | $91,541-14.3% | $142,382-44.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.99% | 22.06%-3.1pp | 20.50%-1.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,630 | $2,994-45.6% | $2,505-34.9% | $4,299-62.1% |
| Participant deferral / active EE | $3,035 | $4,754-36.2% | $4,008-24.3% | $6,507-53.4% |
| Admin fee / account holder | $599 | $8,834-93.2% | $6,956-91.4% | $12,624-95.3% |