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 | $64,980 | $117,983-44.9% | $101,794-36.2% | $142,382-54.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.24% | 36.92%-24.7pp | 30.53%-18.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,891 | $2,773-31.8% | $2,289-17.4% | $4,299-56.0% |
| Participant deferral / active EE | $4,713 | $4,7140% | $4,084+15.4% | $6,507-27.6% |
| Admin fee / account holder | $9,753 | $10,433-6.5% | $8,777+11.1% | $12,624-22.7% |