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 | $118,597 | $85,022+39.5% | $70,515+68.2% | $139,434-14.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.76% | 30.38%-11.6pp | 32.77%-14.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,728 | $3,909-55.8% | $2,973-41.9% | $4,751-63.6% |
| Participant deferral / active EE | $2,483 | $5,890-57.8% | $4,567-45.6% | $6,710-63.0% |
| Admin fee / account holder | $892 | $8,906-90.0% | $6,412-86.1% | $11,403-92.2% |