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 | $63,153 | $105,630-40.2% | $87,507-27.8% | $273,961-76.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.70% | 12.25%-7.6pp | 12.21%-7.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,173 | $3,141-30.8% | $2,550-14.8% | $4,869-55.4% |
| Participant deferral / active EE | $7,746 | $3,601+115.1% | $3,149+146.0% | $5,287+46.5% |
| Admin fee / account holder | $448 | $4,781-90.6% | $4,221-89.4% | $10,132-95.6% |