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 | $75,542 | $217,402-65.3% | $185,823-59.3% | $167,490-54.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.73% | 148.36%-135.6pp | 122.05%-109.3pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,725 | $5,873-70.6% | $5,167-66.6% | $4,837-64.3% |
| Participant deferral / active EE | $7,493 | $6,356+17.9% | $5,568+34.6% | $6,341+18.2% |
| Admin fee / account holder | $18,575 | $19,811-6.2% | $16,237+14.4% | $12,309+50.9% |