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 | $68,473 | $149,734-54.3% | $118,925-42.4% | $158,922-56.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.88% | 19.95%-4.1pp | 35.88%-20.0pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,518 | $4,115-63.1% | $3,263-53.5% | $4,761-68.1% |
| Participant deferral / active EE | $3,930 | $5,223-24.8% | $4,265-7.9% | $5,982-34.3% |
| Admin fee / account holder | $2,818 | $8,603-67.2% | $6,581-57.2% | $11,246-74.9% |