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 | $58,663 | $90,503-35.2% | $78,689-25.5% | $273,961-78.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.25% | 75.60%-70.4pp | 62.18%-56.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,327 | $3,176-26.7% | $2,851-18.4% | $4,869-52.2% |
| Participant deferral / active EE | $1,313 | $3,901-66.4% | $3,517-62.7% | $5,287-75.2% |
| Admin fee / account holder | $108,919 | $5,263+1969.4% | $4,510+2314.9% | $10,132+975.0% |