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 | $81,745 | $159,602-48.8% | $150,045-45.5% | $142,382-42.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.39% | 70.24%-56.9pp | 62.55%-49.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $8,691 | $4,961+75.2% | $4,693+85.2% | $4,299+102.2% |
| Participant deferral / active EE | $32,123 | $8,310+286.5% | $7,997+301.7% | $6,507+393.6% |
| Admin fee / account holder | $7,043 | $14,846-52.6% | $13,435-47.6% | $12,624-44.2% |