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 | $45,315 | $165,335-72.6% | $149,696-69.7% | $158,922-71.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.36% | 348.15%-331.8pp | 276.60%-260.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $3,937 | $5,103-22.8% | $4,644-15.2% | $4,761-17.3% |
| Participant deferral / active EE | $7,478 | $7,181+4.1% | $6,842+9.3% | $5,982+25.0% |
| Admin fee / account holder | $1,566 | $10,807-85.5% | $9,309-83.2% | $11,246-86.1% |