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 | $70,044 | $159,602-56.1% | $150,045-53.3% | $142,382-50.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.97% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $4,533 | $4,961-8.6% | $4,693-3.4% | $4,299+5.4% |
| Participant deferral / active EE | $12,415 | $8,310+49.4% | $7,997+55.2% | $6,507+90.8% |
| Admin fee / account holder | $394 | $14,846-97.3% | $13,435-97.1% | $12,624-96.9% |