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 | $61,743 | $85,022-27.4% | $70,515-12.4% | $139,434-55.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.10% | 30.38%-17.3pp | 32.77%-19.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,498 | $3,909-36.1% | $2,973-16.0% | $4,751-47.4% |
| Participant deferral / active EE | $5,154 | $5,890-12.5% | $4,567+12.9% | $6,710-23.2% |
| Admin fee / account holder | $1,594 | $8,906-82.1% | $6,412-75.1% | $11,403-86.0% |