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 | $68,264 | $103,376-34.0% | $87,100-21.6% | $152,861-55.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.31% | 28.10%-8.8pp | 28.19%-8.9pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,856 | $3,220+19.7% | $2,521+52.9% | $4,762-19.0% |
| Participant deferral / active EE | $4,260 | $4,778-10.8% | $4,049+5.2% | $5,850-27.2% |
| Admin fee / account holder | $55,814 | $12,205+357.3% | $7,497+644.5% | $11,596+381.3% |