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 | $67,817 | $78,422-13.5% | $95,952-29.3% | $79,858-15.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 21.72% | 19.37%+2.3pp | 91.61%-69.9pp | 31.71%-10.0pp |
| Employer contribution / active EE | $2,464 | $1,945+26.7% | $2,541-3.0% | $2,471-0.3% |
| Participant deferral / active EE | $3,453 | $3,440+0.4% | $4,167-17.1% | $3,740-7.7% |
| Admin fee / account holder | $2,414 | $5,622-57.1% | $6,795-64.5% | $5,306-54.5% |