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 | $72,022 | $214,378-66.4% | $200,582-64.1% | $142,382-49.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.65% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,611 | $6,841-61.8% | $6,419-59.3% | $4,299-39.3% |
| Participant deferral / active EE | $6,529 | $9,865-33.8% | $9,331-30.0% | $6,507+0.3% |
| Admin fee / account holder | $354 | $17,692-98.0% | $16,305-97.8% | $12,624-97.2% |