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 | $75,040 | $117,841-36.3% | $102,423-26.7% | $145,922-48.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.77% | 31.65%-19.9pp | 29.32%-17.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,202 | $3,615-39.1% | $3,023-27.2% | $4,660-52.7% |
| Participant deferral / active EE | $3,959 | $5,731-30.9% | $5,053-21.6% | $6,688-40.8% |
| Admin fee / account holder | $32,839 | $13,326+146.4% | $9,451+247.5% | $13,397+145.1% |